L. Paul Kassouf & Co

 

60-Second Financial Advice

January 15, 2011

 Why Do You Need A Will?

Without a Will, your estate will be distributed according to the laws of the state in which you live.

 

With a Will, you decide who will be in charge of your affairs at death - the personal representative.

 

With a Will, your family know your desires for distribution of property. 

 

With a Will, if you have minor children, you can name a guardian to care for them and a trustee to take care of the assets you leave behind for their care.

 

With a Will, you can leave a portion of your assets to the charity that has meant so much to you.

 

If you do not have a Will, call us to discuss your financial status, planning and tax options. We can assist you and your Estate Planning attorney.  It will give you peace of mind knowing you have taken care of your family.

 

 

Please feel free to forward this message along to your friends and family.

 

This newsletter is intended to provide you with general financial planning tips. If you have a specific question regarding your financial planning or tax situation please contact your financial planner or tax professional.


L. Paul Kassouf & Co, P.C.