Top Banner
“Before everything else, preparation is the key to success.” – Henry Ford In honor of Valentine’s Day we are presenting: The Family Love Letter Thursday Feb. 25th, 5-7pm Wine and chocolates will be served The most important goal of estate planning should be to provide: “A Legacy for the Living” The purpose of creating The Family Love Letter is because we love our family and want to provide a road map for them after we are gone. We sometimes fail to ensure that the family and decision makers will have adequate information about their loved ones’ intentions, assets, and liabilities. • For example, how many children know where their parents want to be buried, or their final requests? • What happens when you cannot find the password to a parent’s computer? All of the information that is necessary to manage their affairs is inaccessible. Featured Guest speaker: Gary B. Garland, Esq. Certified Elder Law Attorney This is a special invitation to select guests only! Call us today to register: 732-705-4321 One Jocama Blvd. Suite 1B Old Bridge, NJ 08857 Bruce T. Yenk CFP is a Registered Representative offering Securities and advisory services through United planners Financial Services Member FINRA SIPC. American Prosperity Group and United Planners are independent companies and are not affiliated Gary B. Garland, Esq. Bruce T. Yenk CFP
1

The Family Love Letter INVITE

Jan 26, 2017

Download

Documents

Bruce Yenk CFP
Welcome message from author
This document is posted to help you gain knowledge. Please leave a comment to let me know what you think about it! Share it to your friends and learn new things together.
Transcript
Page 1: The Family Love Letter INVITE

“ Before everything else, preparation is the key to success.”– Henry FordIn honor of Valentine’s Day we are presenting:

The Family Love LetterThursday Feb. 25th, 5-7pmWine and chocolates will be served

The most important goal of estate planning should be to provide:“A Legacy for the Living”

The purpose of creating The Family Love Letter is because we love our family and want to provide a road map for them after we are gone.We sometimes fail to ensure that the family and decision makers will have adequate information about their loved ones’ intentions, assets, and liabilities.• For example, how many children know where their parents want

to be buried, or their final requests?• What happens when you cannot find the password to a parent’s

computer? All of the information that is necessary to manage their affairs is inaccessible.

Featured Guest speaker: Gary B. Garland, Esq. Certified Elder Law Attorney

This is a special invitation to select guests only!

Call us today to register: 732-705-4321One Jocama Blvd. Suite 1B Old Bridge, NJ 08857

Bruce T. Yenk CFP is a Registered Representative offering Securities and advisory services through United planners Financial Services Member FINRA SIPC. American Prosperity Group and United Planners are independent companies and are not affiliated

Gary B. Garland, Esq.Bruce T. Yenk CFP