National “Make a Will” Month

Provided by Marc Aarons

“Where there’s a will, there’s a way.” Sage advice that applies not only to our lives but to your estate strategy.

When was the last time you reviewed your will or estate strategy? August is National “Make a Will” Month, an excellent annual reminder to update or create your will. Having a will in place can make the difference between a smooth estate process and a probate nightmare for your loved ones.

Creating a will outlines your wishes to your family, a way to choose who inherits what from your estate.  Once a will passes legal hurdles, the executor can begin the process of transferring your property to heirs.  Today, is easier than ever to create a notarized (“self-proving”) last will and testament. A last will drafted with a lawyer’s counsel is an even better choice – an attorney well-versed in estate planning can explain the different types of wills and help you understand your options.

So exercise a little will power … and give yourself more power over the destiny of your wealth.  Consider creating or updating your will for National “Make a Will” Month this August.

If you have any questions about your estate strategy, we’re here to help.

Marc Aarons may be reached at 714-887-8000 or marc@ocmoneymanagers.com

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MMI Disclosure: This material was prepared by MarketingPro, Inc. for use by Marc Aarons. Money Managers, Inc.; is a Securities and Exchange Commission registered investment advisor.  Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities, and past performance is not indicative of future results.  Investments involve risk and are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here.