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  September 2018

A happy couple who has made an estate plan

Estate Planning Essentials
Most small estates won’t get held up in probate, but your estate might be larger than you think once you consider retirement accounts, insurance policies and other benefits. Start with a few key documents to jumpstart your estate plan.  
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Prepare for
Natural Disasters
 When it comes to preparing for disasters, the Silent Generation, those born before 1946, are more likely to have a three-day supply of water (1 gallon per person, per day) and nonperishable food on hand. However, Millennials are more likely to have an evacuation plan. But what about the prepping your financial life?

Before an emergency hits, get your documents in order. Locate your will, legal certificates, insurance policies and bank account information and store them in a fireproof safe.
If you've already been impacted by a disaster here's how you move forward.
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SAM's Lesson of the Month:
Natural Disaster Checklist
Do you know the steps you need to take when a natural disaster strikes?
Find Out
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