ESTATE PLANNING – WHAT ARE YOUR DREAMS?
A dreamcatcher consists of a wooden hoop with strings or fibers woven into
a design resembling a spider web. American Indians believed that a dreamcatcher
would capture nightmares and let only good dreams pass through to the sleeper.
Think of estate planning like constructing your own type of dreamcatcher to
pass on good dreams for your future and those you care about while filtering out the
nightmares – nightmares of not having enough for your family’s needs and a
comfortable retirement or nightmares of tragedies.
Your dreamcatcher will need three hoops representing your attorney, your
financial advisors (accountant and financial planner), and your insurance agent.
Your attorney helps you choose and put into place the legal documents and tools to
preserve, manage, and pass on your assets -- to take care of those you love and leave
a legacy. Your financial advisors help you protect, save, and invest your money so
you can provide for your family’s needs, a comfortable retirement and a chosen
legacy. And your insurance agent advises you on and provides the proper types of
insurance to protect against various losses.