Planning For the Future

One thing that is very important when it comes to planning is to be prepared. Now may be a good time to do some homework on your estate plan.
Pull out your Will (if you have one) and make sure it still reflects how you would like your assets distributed.

Here are some things you should consider:
Click here for a Will Planning Checklist

Also, use this time to update your personal records. In case of emergency let your loved ones know where you keep your important documents and keep this booklet with those papers.
Ask us for a Personal Record Keeper

Don’t forget to write in your digital accounts and passwords as well as things like air miles and rewards points.
After all, you don’t want your Facebook profile living on long after you’re gone.

Happy Planning
Jodi

This blog has been prepared by Jodi Dark who is a Financial Advisor for HollisWealth®, a trade name of Investia Financial Services Inc., and does not necessarily reflect the opinion of HollisWealth or Investia Financial Services Inc. The information contained in this blog comes from sources we believe reliable, but we cannot guarantee their accuracy or reliability. The opinions expressed are based on an analysis and interpretation dating from the date of publication/blog and are subject to change without notice. Furthermore, they do not constitute an offer or solicitation to buy or sell any of the securities. The information contained herein may not apply to all types of investors. The Financial Advisor can open accounts only in the provinces in which they are registered