Here's to the New Year
May it be a great one.
We wish all our clients and friends a happy, safe and prosperous New Year 2011.
We are very thankful for our relationship during the past
and we look forward to continue serving you this coming year.
I’m excited to announce that I will be appearing on the 6AM segment of Better Mornings Atlanta (CBS Atlanta) next Tuesday, January 4, 2011. Please tune in or set your DVR to watch! I’ll be interviewed on the topic of Adding Estate Planning to Your Resolutions for the New Year.
If one of your New Year’s resolutions this year includes getting your financial and legal affairs in order should something unexpectedly happen to you, I have a gift I know you’ll enjoy.
To be specific, you can now download a free report I wrote entitled, “What You Don’t Know CAN Hurt Your Family: 5 Easy Ways to Make Sure Your Children, Wishes and Assets Stay Protected Should Something Happen to You”.
You can download a copy at GeorgiaFamilyResolutions.com.
In this report you’ll learn 5 easy ways to get your legal and financial affairs in order, just in time for the New Year. You won’t even need the help of an attorney for some of these important steps; simply follow the instructions in this guide and cross each item off of your “to-do” list as you go.
You’ll also discover:
- How to legally name guardians for your minor children in a way that they hold up in a court of law
- The difference between a will and a trust, and which tool you really need to make sure your family, wishes and assets stay protected upon your passing.
- The details about a simple document you can make yourself that will give someone legal permission to act on your behalf if you were incapacitated in an accident but do not die (and without this document, no one will be able to help you under the current HIPPA laws!)
- How to amass your “entire family wealth” and leave a true legacy to your children (hint: you don’t have to be wealthy and it’s easier than you think!)
- And so much more!
To get your copy, simply go to GeorgiaFamilyResolutions.com.
Start off the new year right by having your family planning evaluated to ensure everything is up to date. Call us to schedule a Georgia Family Treasures Planning Session. We will sit down with you, assess where you are now and where you need to be. There’s no obligation and it’s no pressure! Our Georgia Family Treasures Planning Session is normally $750, but for the January 2011 I've made space for the next five people who mention this article to have a complete planning session with me at no charge. Call us today at 770.425.6060 and mention this article
To your Family's Wealth, Health and Happiness,
PS: Give us a call if you have questions. We would love to hear from you. Call us now at 770.425.6060