The first step of an End of Life plan is creating that plan. Choosing the right team of people to help you orchestrate that plan when you are no longer able is the MOST essential component. But there are many factors to consider when “choosing a voice”, from the technical to the emotional.
Technically, you need to have a team of people who understand your wants and wishes and can put any potential family “drama” aside to reach your goals. Oftentimes, that may be a professional financial advisor who can follow your instructions with an emotional detachment from the family left behind.
A thoughtful and thorough plan is the first step. Having a team in place to orchestrate that plan takes careful consideration. We, at WealthEdge®, understand both the technical and the emotional factors behind this and WE are here to help you, every step of the way.