Page 17 - The Other Side of The Mountain October 2018

 A Financial Power of Attorney also lets you choose a
trusted agent to act on your behalf. Along with necessary
healthcare decisions, this person will handle your finances.
You can give them specific access to accounts to help
ensure your bills and mortgage stay current.
 Revocable Family Trust allows you to set aside money and
other assets for people or organizations (usually charities).
These accounts bypass probate, often a long drawn out
and costly process. Your heirs will be able to inherit what
you want them to, faster, and without aggravation

Qualified Financial Planner

Managing your personal finances is your
responsibility. However, you do not
have to do it alone. A qualified financial
planner can help you make decisions
that make the most of your financial
resources.

Financial planning can help you:

 Set realistic financial and personal goals;
 Assess your financial health by examining assets, liabilities,
income, insurance, taxes, investments, and more;

 Develop a realistic plan to meet your financial goals;
 Put your plan into action and monitor its progress.

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