Business. Money. Life.
Other times they’re newly married, with hardly a cent to their name. Even couples with multiple kids and assets often skip out on this act of love because it feels overwhelming. Gathering your paperwork and putting your affairs in order can seem like an unnecessary, difficult, and sometimes morbid task. We are on a mission to remind you that the hassle of preparing for your death is worth your time. If your legacy begins when you leave, don’t you want it to be as peaceful a transition as possible?
While we don’t like to think about our own mortality, we love our families and we need to do the right thing by them. Having a plan in place is one of the best ways to say “I love you” to your family.
We will walk you through the process and answer all those “what ifs” you have.
We combine our experience in estate planning with our tax knowledge and the legal expertise of our team attorney to make sure your wishes are communicated to your family.
As part of the legacy package, we prepare a property list, a living will, durable powers of attorney, and trust documents as necessary.
Be intentional by having an actual plan in place and love your family well.
Instead of putting off your estate planning, focus on putting your wishes in place today and gain peace of mind by knowing you are doing the right thing, by helping ease the burden on those left behind.
Disclaimer: Not a CPA or LPA firm. © ClearPath Advisors, Money Matters MN, Inc. 2017-2022, 808 Washington Avenue, Ste 22A, Detroit Lakes, MN 56501 | 417 Main Ave, Ste 209, Fargo, ND
+Michael Johnson, Advisory Representative Securities offered through AvantaxSM Member: SIPC Advisory Services offered through AvantaxSM. Member: SIPC ClearPath Advisors and Money Matters MN, Inc are not registered broker/dealers or independent investment advisory firms.
Investments are subject to market risks including the potential loss of principal investment. Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. This information is not intended as specific tax or legal advice. Please consult our firm and your legal professional for specific information regarding your individual situation. www.finra.org www.sipc.org