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Joseph
D. Welch, The
Estate Planning Center, LLC 1000 Center Street |
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The Estate Planning Center, LLC |
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Volume Seven, Number Five • May 2012 |
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Contents About Us
Resources Want to learn more about life and estate planning? We have several resources for you to use. Feedback We want to hear from you! Send us your questions, comments or suggestions.
This publication does not constitute legal, accounting or other professional advice. Although it is intended to be accurate, neither the publisher nor any other party assumes liability for loss or damage due to reliance on this material. |
Workshop ScheduleJoseph regularly presents seminars to financial professionals and prospective clients at which he teaches modern estate planning techniques. There is no charge for the seminar. It is highly recommended that spouses attend together. Reservations are required - please call the office for reservations and directions: (573) 221-0080; or toll-free (866) 566-0088. |
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Do you have any minor children (i.e., under age 18 in most states)? If you do, then your calendar is likely filled to overflowing with their school commitments and extra-curricular activities. Besides time, all of these commitments and activities require money ... and lots of it. Since your children are worth the investment of both your time and your money, what plans have you made for them in a world without you? What would happen if your children were orphaned today?
For many people, saving for retirement was once a top priority. Now, having reached retirement, they find that their resources may exceed their needs and they can provide financial assistance to others. Some retirees find satisfaction in supporting their favorite charities, their children or both. Still, others find great pleasure in helping their grandchildren, especially with post-secondary education funding. In fact, more than one grandparent has said if I knew how much fun grandchildren were, then I would have had them first!
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