A will is a legal document that transfers what you own to your beneficiaries upon your death. It also names an executor to carry out the terms of your will and a guardian for your minor children, if you have any.
Your signature and those of two witnesses make your will authentic. Witnesses don't have to know what the will says, but they must watch you sign it and you must watch them witness it.
Proper Planning
The journey of investing begins with effective financial planning. This encompasses setting clear goals, establishing a budget, organizing financial documents, and understanding your current net worth. The financial planning process kicks off with information collection. It's crucial for financial planners to have a thorough understanding of your existing financial situation, your objectives, and your risk tolerance. The more information you can provide, the better equipped your planner will be to assist you.
As your insurance advisor, we help you make smart decisions by protecting you from the unexpected. We offer high quality insurance products & services to meet your goals and budget. We'll help you understand every step in the process, so you realize your dreams while safeguarding your finances.
