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DOES YOUR FAMILY KNOW WHAT TO DO WITH YOUR ESTATE PLAN? Creating an estate plan preserves the legacy you built and provides peace of mind for your family after you pass. An estate plan is one of the best ways you can comfort and protect your family during their time of grief, but unless you can guarantee that your loved ones understand your wishes, it may be more harmful to your legacy than you realize. April is Financial Literacy Month, and sadly, many of us could use a few lessons in basic financial principles. According to a 2018 study by the FINRA Investor Education Foundation, only 34% of Americans could correctly answer basic economic and personal finance questions, and less than one-third of adults understood basic financial literacy by the age of 40. Do you believe your heirs are financially equipped to manage your assets, run your business, or properly allocate the funds you provide for them after you pass? You may want to believe the answer is yes, but unless you have done the following two things, you cannot guarantee that. 1. Educate Them You don’t have to be an expert, but you should provide your loved ones with a basic understanding of the aspects included in your estate plan. This includes outlining the difference between your will and a trust, explaining what your powers of attorney are for, and detailing any special provisions you have in your estate plan. And you don’t have to do this alone! Just ask our team for guidance, and we can help. 2. Explain Your Expectations Avoid surprises or uncertainty by discussing your wishes with your loved ones. Explain your expectations to your heirs and your will’s executor. Outline what provisions you have put in place and where certain items will go. Be sure to update your loved ones as this changes, too. You will have more security by both documenting your wishes in your estate plan and talking with your loved ones about what you want. Creating an estate plan is just one component of preparing for your family’s future. The other aspect is ensuring that your loved ones know how to apply the wishes you have outlined in your estate plan. If we can assist you in explaining this to your family, or if these conversations spark changes, please call us at the number on the bottom of this page.
HOW YOU CAN GIVE BACK TO CONSERVATION GROUPS WITH YOUR ESTATE PLAN
are not completely transparent, so verify the charity you choose by visiting CharityNavigator.com or checking with the Better Business Bureau. It’s also beneficial to discuss
your decision with the organization you choose, too. This allows you to outline your wishes for your donation and personalizes your commitment.
Decide what you want to give. There are a few ways your legacy can benefit
conservation groups. You could donate your land or tools to an organization in need of space or materials. This is much more common than you may think. Other donors will choose to set up charitable trusts. Disbursement can happen while you’re still alive and can continue after you pass. It’s a viable way to help your favorite conservation group continue to benefit others. Regardless of where you choose to donate and what you choose to give, you must consult with an estate planning attorney to ensure that your wishes (outlined in an estate plan) are legally compliant. Call us today if you would like to add this into your estate plan.
Spring Vegetable and Chicken Pasta Bake
Inspired by TheSeasonedMom.com
Ingredients
• 1/2 cup fresh chives, chopped and divided • 1/4 cup fresh parsley, chopped and divided • 2 tsp minced garlic • 1/4 tsp salt • 1/4 cup grated Parmesan cheese, divided
• 1 cup cooked chicken, diced • 1 14-oz can artichokes, drained and quartered • 1 cup fresh asparagus pieces • 1/2 cup carrots, grated • 1 1/2 cups uncooked penne pasta • 1 3/4 cups chicken broth
Directions
1. Preheat oven to 425 F and grease an 8-inch square baking dish with cooking spray. 2. In the prepared dish, stir together cooked chicken, artichokes, asparagus, carrots, uncooked pasta, chicken broth, half the chives, half the parsley, garlic, salt, and 2 tbsp Parmesan. 3. Cover the dish tightly with foil and bake for 35 minutes. 4. Uncover and stir. At this point, check the pasta to make sure it is al dente. If it’s undercooked, cover the dish and return to the oven until pasta is tender. 5. Remove from oven and garnish with remaining Parmesan, chives, and parsley.
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