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Now is the time: Review your Estate Plan

599 162 Fischer Financial

The COVID-19 pandemic is an unprecedented event. It’s giving us time to reflect on the importance of family — including giving our family the legal tools to help if and when the need arises.

We are strongly urging all our clients to review and update their own and their older family members’ Power of Attorney and Health Care Directives to ensure they accurately reflect their wishes.

While we can’t meet face to face, there is still lots that we can do to help you get organized.

As you may already know, Fischer Financial Services has purchased access to a tool called the Willing Wisdom Index™. This tool takes you through a comprehensive checklist, which helps you make important estate planning decisions prior to meeting with your lawyer. It takes only 10 minutes and will lower your legal costs to update your will. Use the recommendations in your report to guide conversations with your lawyer and reduce your legal fees.

Please consider forwarding this information to your parent or another family member over age 50 and encourage them to complete the checklist as well.

Please stay safe and stay healthy.

Vern Fischer & Julie Polack