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Two new consumer articles from the Financial Planning Association.  Share these with media and with clients.

Two new consumer articles from the Financial Planning Association.  Share these with media and with clients.

Wondering If You Need a Will? If You Have to Ask, the Answer is Probably ‘Yes’

If you’re someone who wants a say in how your financial, business and household affairs are managed, and who manages them, should you yourself be unable to do so, if you want to dictate how certain decisions about your health and well-being will be made, and who will make them on your behalf, should you lose the capacity to make those decisions yourself, then it’s important to put all that in writing, in legal documents that are known generally as powers of attorney.  Read MORE 

 

Powers of Attorney: Why They Matter and How They Work

Who needs a will? “Well, any adult who might die [does],” says FPA member and CERTIFIED FINANCIAL PLANNER™ (CFP®) professional Leon C. LaBrecque of Sequoia Financial Group in Troy, Mich. “I know that sounds tongue-in-cheek, but…the stark facts are, almost everyone needs a will.”  Read MORE 

 

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