WHAT IS THE FAMILY LOVE LETTER? Establishing plans to provide a sound future for your loved ones is an important part of any well-rounded legacy plan, especially in today’s uncertain environment. Creating a Family Love Letter® can help you have sensitive conversations with your family about preserving, protecting, and transferring the legacy you will one day leave behind. Crafting your own personalized Family Love Letter will help you make thoughtful choices and feel prepared while also preventing rash decisions and mistakes during a time of grief and confusion.
THE CARES ACT: Due to the pandemic, the CARES Act was passed this year that presents several financial opportunities. Many of you have heard us discuss this in a few of our engagements already. Learn more about some of the highlights of these short-term opportunities that you may want to take advantage of while you can!
Feel free to forward along to friends, family & co-workers for this informational seminar! A copy of the Family Love Letter will be delivered upon request, compliments of Opus: Advice First.