Happy Wednesday!
Not only is Halloween just around the corner, but October is also National Estate Planning Awareness month.
And if something were to happen to you (or your loved ones) and there isn't an up-to-date estate plan in place, it will feel more like a trick than a treat.
Especially for the folks that are left behind and have to sort out your estate, whether large or small.
Here a couple of articles I've written about estate planning:
Of course, there's more to your estate plan than what's addressed in the articles above.
So if you don't have an estate plan, or your estate plan has been collecting dust for years and deserves a review, let me know.
I'm happy to help you find an experienced estate planning attorney to help your create or update your estate plan.
Or, if you have a relatively simple, straightforward situation, I can point you to a couple of other alternatives to get your estate planning done.
But whether you reach out to me or not, please get this checked off your to-do list.
Not for your sake, but for your children, grandchildren, other loved ones, and organizations that are important to you.
Links & things
In the 5th video from the "financial planning in public" series, I explain how we stress test your plan to make sure it's resilient in all types of market environments (since we can't predict the future):
Ever since "Covid" became part of our vocabulary, there's been a lot of talk about supply chain disruption. Well, the New York Fed created an index to track global supply chain conditions. Click both links immediately below as the first will explain their approach and the second will show you just what the pandemic did to the global supply chain:
Tired of the CNN and Fox News fueled news cycle filled with angry finger-pointing and gut-wrenching news? Let me offer a refreshing alternative:
Thank you, as always, for reading.
And if you have any questions or an idea for a future newsletter, blog post, or YouTube video, I'd love your input.
Just hit reply - I read (and appreciate) every email you send.
Until next Wednesday,
Russ