What You Leave Behind

Financial Planning

  1. Question 1

    If the market dropped 40 percent the year you passed away, how would you feel about what your heirs would receive?

  2. Question 2

    If you could put a floor under what your heirs will receive, what would that floor look like?

  3. Question 3

    When you look at the money you intend to pass down, what feels solid to you and what feels exposed?