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Protect Your Assets and Loved Ones With a Will

Not many Americans have a Will. According to a 2020 survey by Caring.com, an online source for helping caregivers dealing with older parents and loved ones, only 32% of Americans said they had a Will directing their assets and wishes.

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 it?
  • 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.

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Need assistance? Call 855.662.2121 or email info@jemmafinancial.com

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