“If you want to live a happy life, tie it to a goal, not to people or things.”
~ Albert Einstein
By Corey Lynn and James White
We all reach a point in our lives when we have to face the inevitable reality: There will come a day when we pass away from this existence to the next, with only our legacy, loved ones’ memories, photos, and our accumulated assets to remember us by. You can enjoy the many wonderful days that you have left to live—without stressing about posthumous events—by creating a will, trust, or both.
Ann Christensen is a remarkably intelligent and articulate professional consultant. Though she is neither an attorney, asset manager, tax consultant, nor a financial planner, she has a complete and easy-to-follow grasp of the processes involved in creating a will or trust and protecting one’s assets—processes that many of us otherwise find challenging to understand. Christensen has helped families for over 30 years; in this informative episode of the Solution Series, she takes us through the process of getting our affairs in order.
Resources and Related Reading:
Ann Christensen: Christensen Consulting, LLC, 505-780-0008, [email protected]
If Something Should Happen, by American Institute for Economic Research
The Executor’s Roadmap, by American Institute for Economic Research