Where There's A Will (August is Make A Will Month)

Mary Schulz |
Categories

"Where there's a will, there's a way." Sage advice that applies not only to our lives but to your estate strategy.

When was the last time you reviewed your will or estate strategy? August is National "Make a Will" Month, an excellent annual reminder to update or create your will. Having a will in place can make the difference between a smooth estate process and a probate nightmare for your loved ones.

Creating a will outlines your wishes to your family. Once a will passes legal hurdles, the executor can begin the process of transferring your property to heirs. Consider creating or updating your will for National "Make a Will" Month this August.

If you have any questions about your estate strategy, we're here to help.

 

 

 

 

Sincerely,

Mary Schulz


 

Mary may be reached at (520) 495-2800 or Mary@schulzfinancialgroup.com.

Schedule an appointment with me by clicking here: https://go.oncehub.com/MarySchulz

For your convenience, we offer in-person, virtual, or phone meetings to suit your needs.

 

 

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

This material was prepared by MarketingPro, Inc. for use by Mary Schulz