When you look at your garage, do you feel like you know where everything is? Yes, it might be a mess, and things are thrown around a bit. But if somebody were to ask you where a toy or tool is, could you lead them right to it? Do you think, yeah, it might not be in order, but I have everything I need?
We here at Aultium meet with people every day whose estate plan is similar to my garage. They feel they are moving right along and doing all the right things, but when they take a step back and look at their “plan,” they are amazed that everything is all over the place. Like a messy garage, they have no idea where to start whenever they go to clean it up. It gets overwhelming, and they decide to turn off the lights, close the door and do something that is less stressful and gives them less anxiety.
Do you have your estate in order? Do you have enough life insurance to take care of the current obligations in your life? Will you leave your loved ones with enough money to replace your income, make the payments on your home or pay for college? Do you have a living trust to move your assets past probate and keep your inheritance intact? Will you leave behind a stain or a mark? Your loved ones will be unprepared to live if you are unprepared to die.
Death and money do funny things to people. I have seen families split and divide over the death of the parents. I have seen brothers and sisters never speak to each other again. There are words said and feelings damaged that the parents could’ve saved if they had just taken the time to clean up their “estate plan” garage.
When we meet with these individuals, they have no idea where to start. But meeting with us is the first step. When we meet, they begin to clean up their garage. When a client is able to sit down at the table and speak with an agent from Aultium, they can start to organize their different accounts, policies, and plans and get their personal estate plan back on track.
So let Aultium help you!!! There is no commitment or obligation to take a quick minute to call us or to have a brief five to ten-minute conversation about your estate plan. Click below to speak with a representative with Aultium Insurance Services, and they can help get you back on track or just get on the track in the first place.