[Free Guide]
Does Your Spouse Know What to Do?
Your finances, accounts, and estate plan.
What they’ll need to access, understand, and manage.
If something happens, your spouse will be responsible for
important decisions fast. Accounts, documents, contacts, and
next steps. Most of this isn’t written down in one place. This guide
helps you organize it now so they’re not left piecing it together
later.
WHO THIS IS FOR?
You’ve always been responsible with your wealth.
Now it’s time to get serious about protecting your family’s financial future.
Does this sound like you?
You’re 5 to 10 years out from retirement (or newly
retired)
You want things as easy as possible for your spouse, in
the event something happens to you first
Your accounts and assets feel scattered (maybe even
disorganized)
You care deeply about supporting your children,
grandchildren, or charitable causes wisely
Your estate plan hasn’t been looked at in years
Have you thought through the biggest financial challenges of living after loss?
Yes, you need a will. And your beneficiary designations should be updated regularly too. But estate planning (we mean the kind that translates into meaningful, real-life preparation) involves so much more than legal papers and asset management.
This checklist is designed to help you quickly see whether
key parts of your plan are fully addressed, or quietly outdated.
Examples of what’s discussed inside:
Whether your retirement income plan truly supports both spouses
The key conversations to have with your spouse
How prepared your family would be if decisions had to be made without you
What’s likely missing from your current
estate plan
Signs that your plan may no longer reflect your current priorities
... And more
Unlock Your Free Copy of
If Something Happened Tomorrow
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What's stopping you from getting clear on your estate plan?
“We’ve done fine so far.”
“We’ll figure it out on our own when we have more time.”
“I don’t want to be sold something.”
Every day is a gift. Your time is your most precious commodity... and nobody knows just how much of it we have left.
This guide isn’t to pitch you on a product or sell you on our services. It’s simply to provide a fresh perspective on a problem we’ve seen too many responsible investors face alone.
You deserve to enjoy retirement with the confidence that your family and finances are protected, no matter what happens.
What Parkwoods Clients Are Saying
Testimonials provided by current clients as of the time the testimonials were provided. Clients are not compensated for providing testimonials. The testimonials appearing on this page are not representative of all client opinions of Parkwoods Wealth Partners. Client experiences can vary from the experiences reflected herein. Testimonials should not be viewed as the sole determining factor in obtaining or retaining an adviser’s services, and do not guarantee client satisfaction, success of a particular service or investment, or financial outcome.
Take a Few Minutes to See
What Your Plan May Be Missing
We respect your privacy and never sell your information.
By downloading this ebook, I agree to Parkwoods Wealth Partners adding me to their mailing list.
Parkwoods Wealth Partners is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. For additional information about our services and fees, please review our Form ADV Part 2A and Part 2B Brochure(s), available upon request or by visiting the SEC’s website at www.adviserinfo.sec.gov. There are many different interpretations of investment statistics and many different ideas about how to best use them. Past performance is not indicative of future performance. The information provided is for educational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy or sell securities. There are no warranties, expressed, or implied, as to accuracy, completeness, or results obtained from any information on this presentation. All investments involve risk.
The information throughout this presentation, whether stock quotes, charts, articles, or any other statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe to be reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Neither our information providers nor we shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission there of to the user.
Testimonials provided by current clients as of the time the testimonials were provided. Clients are not compensated for providing testimonials. The testimonials appearing on this page are not representative of all client opinions of Parkwoods Wealth Partners. Client experiences can vary from the experiences reflected herein. Testimonials should not be viewed as the sole determining factor in obtaining or retaining an adviser’s services, and do not guarantee client satisfaction, success of a particular service or investment, or financial outcome.
Parkwoods only transacts business in states where it is properly registered or excluded or exempted from registration requirements. It does not provide tax, legal, or accounting advice. The information contained in this presentation does not consider your particular investment objectives, financial situation, or needs, and you should, in considering this material, discuss your individual circumstances with professionals in those areas before making any decisions.