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Protect Your Assets and Loved Ones With a Will

Not many Americans have a Will. According to a 2022 survey by Caring.com, an online source for helping caregivers dealing with older parents and loved ones, only one-third of Americans said they had a Will directing their assets and wishes.1

Having a Will provides peace of mind for you, your children or spouse because it makes it easy to understand and fulfill your wishes. A well-thought-out Will also makes it easy to know where your assets are and how to access them.

When starting the process, you’ll need to:

  • Choose your designated beneficiaries. Who will get your assets and how will they receive them?
  • Conduct an inventory of your assets. Assets include all retirement and investment accounts, houses, and vehicles.
  • Gather key documents. You’ll need to gather important documents such as birth, marriage and divorce certificates, deeds and mortgages, and bank account numbers.

Life is full of surprises. Rather than leaving an unfortunate surprise for your closest relatives, start the process now to have a Medical Directive, Power of Attorney, and Will in place in case of an unexpected event.

For those who have a Will, keep in mind that the documents should be reviewed every few years or following major life events, such as the birth of a child, a divorce, or a marriage.

At Jemma Financial, we are here to help the process run smoothly. Contact an experienced Jemma Financial Advisor to get started and to learn about our comprehensive checklist that makes it easy to gather your financial and personal records in one convenient place. All it takes is one phone call to 855-662-2121 or email to set up a time to start the conversation.

1 “2022 Wills and Estate Planning Study,” Caring.com

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You are now leaving the Jemma Investment Advisors, LLC Website and will be entering the Charles Schwab & Co., Inc. ("Schwab") Website. Schwab is a registered broker-dealer, and is not affiliated with Jemma Investment Advisors, LLC, or any advisor(s) whose name(s) appears on this Website. Jemma Investment Advisors, LLC is independently owned and operated. Schwab neither endorses nor recommends Jemma Investment Advisors, LLC. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Jemma Investment Advisors, LLC under which Schwab provides Jemma Investment Advisors, LLC with services related to your account. Schwab does not review the Jemma Investment Advisors, LLC Website, and makes no representation regarding the content of the Website. The information contained in the Jemma Investment Advisors, LLC Website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.

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