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Does My Financial Planner Need to Understand My Legacy Wishes?

February 25, 2021

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As you age, it is important to share your Legacy wishes with a trusted person (either Family or a Financial Advisor) so that you will be properly taken care of in your time of need. Be sure to share basic details about your finances as well as insurance and investment information if applicable.

When thinking about who to share this information with, it is important to find someone you know will have your back before it is too late and you are unable to share your wishes with anyone.

We understand that trusting family is not always an option, so we suggest finding a caring, trustworthy Financial Advisor who will ensure that all your needs and wishes are met!

Main points mentioned in the video:

0:41 Your willingness to share financial information

1:06 Share basic financial information with your loved ones

1:34 What is "Need to Know" information

2:23 Why you should share this information with your Financial Advisor

Have questions about anything mentioned in this video? Email us at - we would be happy to assist you!

Nelson Elder Care Law, LLC is not affiliated with Avantax Wealth ManagementSM