Hudson Valley
Estate Planning
Secure Your Legend
You’re Set. Are Your Kids?
If you’re a high-net-worth Baby Boomer in NYC, Westchester, or Long Island, you likely have an estate plan in place. But what about your Gen X and Millennial children? Ask yourself these questions:
1. Are you confident that your children can manage their inheritance without it creating stress, conflict, or lifestyle creep?
2. Are you confident that the children you have appointed to be your Executor, Trustee, Power of Attorney agent, or Health Care Proxy are prepared for the duty?
3. Do your children have a basic estate plan that ensures you do not become financially responsible for his or her family after a tragedy?
4. In a crisis, would your children call you for money to pay monthly bills?
5. Do any of your children struggle with budgeting, managing debt, investing, or reducing their taxes?
If your answers to these questions are “No” or “I’m not sure,” it’s time to work with me and financial coach Connor Tyson. Together, we can help ensure your family is never left unprepared for the unforeseen. Book your free consultation today.
