WE Plan

What Happens When You’re Gone?

July 5, 2018

Dear Friends,

Anna Kendrick sings “You’re going to miss me when I’m gone” in a popular tune from the movie Pitch Perfect in 2012, see video here https://youtu.be/cmSbXsFE3l8.  I don’t mean to bring up such a somber topic, but we do want to make sure that our clients are always prepared.  So, the focus of this financial planning article is around estate planning.  We recommend that you revisit your estate planning documents every 5 years so that your attorney can recommend updates to your documents if they are warranted due to tax law change (your wishes may also change from time to time).  Our role in this process is to also ensure that your accounts are titled properly and that beneficiary instructions are written in accordance with your estate plan.  To offer you the best possible advice, we want to understand your entire financial picture, and working with your Estate Attorney we can propose a strategy that accomplishes your desire to leave a legacy in the most effective.  With this in mind, I’d like to introduce two new tools that are part of the WealthEngage Way:

The first is everplans.  We have partnered with everplans to offer you a truly unique and simple way to organize and share your important information with loved ones.  During your typical financial plan reviews, we may have mentioned the idea of leaving a letter in a sealed envelope titled “open in case of emergency”.  The intent was to let your spouse or children know who they should reach out to in the event of your death or disability.  With everplans, this information and much more is easily accessible only by those you designate.  It is also safer than giving someone an envelope. Click on this link to learn more https://everplans.wistia.com/medias/44a2k4nrj4 then ask your WealthEngage advisor about being added to this invaluable service with our compliments!

The second new tool we have begun to use with clients is a more visual way to see your financial picture. It’s a tool we have adopted in recent months.  At a glance, you can analyze which areas of your financial plan are on track and which need some more work.  Here is a sample.

Strategy Tree

These new tools and services will provide you with valuable assistance as we plan and prepare for the future.  Our mission at WealthEngage is to bring simple and elegant solutions to our clients’ finances and to raise the level of education and awareness of financial products and advice so that you may feel empowered to make informed decisions about your wealth. 

As always, please feel free to contact your WealthEngage advisor to learn more about the WealthEngage way and how you will benefit from it. 

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