AAFMAA Wealth Management & Trust: Thinking About the Unthinkable

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Editor

By Bob Landry, CFA, CFP®
Senior Relationship Manager

No one likes to think about losing a spouse but, when you have to care for minor children, you can’t afford to be unprepared. Still, there’s a level of comfort in assuming that, in the event of a death, one parent will still be around to provide that care.

But what if both parents are lost together? Who would take over guardianship of their children and how would this be determined? What if it were you and your spouse? How would you answer the same questions?

An estate plan ensures you answer these questions well in advance of your death, for a smooth transition of responsibility and assets.

Keep reading to see which 3 documents you must prepare now!


Information provided by AAFMAA Wealth Management & Trust LLC is not intended to be tax or legal advice. Nothing contained in this communication should be interpreted as such. We encourage you to seek guidance from your tax or legal advisor. Past performance does not guarantee future results.


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