Do You Desire Peace of Mind?

From the "state of the union" to "Where are my Kids?" to
"How can we help your mother with her living expenses?", living in a state of unknowing about our future is stressful. Terri's husband was going in for a valve replacement and she had no idea where any of their financial documents were. Over the course of 29 years of marriage, they had never discussed any of their desires for what their respective wishes were for end of life - Advanced Planning documents.  Bradley, Terri's husband, handled all of the finances and if anything went wrong with the procedure Terri had no clue how to pick up the pieces.   We humans are flawed by nature, which means that, denial is something that everyone is susceptible to.   While it hasn't killed us yet, living in denial has caused many of us to experience much loss, anguish, frustration and many regrets throughout our lifetimes.  #peaceofmind
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When it comes to watching friends, parents and or loved ones make unnecessary financial mistakes.  "Short-sighted and limited," are the words DeDe Soto, J.D. uses to describe traditional estate planning, which is often focused on just financial wealth and taxation. We may be living in a state of denial if we hold onto fallacies such as...

I Am Never Caught off Guard, I've Already Planned Ahead - 
Yes, planning ahead is always recommended but thinking that you can actually be able to prepare for absolutely everything is just plain foolish on your part. Be open to improving upon your solid plan - anything that will add peace of mind for you and your loved ones is BEST!

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I Don't Need to Ask for Help, I Can Figure This All
​Out Myself - 
There is no need to reinvent the wheel; life is easier when we're able to journey along a path that has been marked by those who've gone before us. Surround yourself with sage counsel of the trailblazers. Learn to avoid the pitfalls so that you may become a better version of you. Their wisdom can empower you to blaze a new path. Soak up all the wisdom that comes from experience and age and then go forward. 

I Am Completely Justified! = Excuses, Excuses, Excuses - 
"I'll have time to do that later...",  “I would have done that, if not for…”, "I'm not going to do this because..." Examine yourself. Do you somehow manage to find excuses for putting everything off? Your attitude reflects a state of denial that will most likely be passing the buck of responsibility off to an unprepared, unsuspecting, overwhelmed loved one.

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​It’s not denial. I’m just selective about the reality I accept.”
 Bill Watterson, Creator of Calvin and Hobbes

You may know someone who is in a situation of this type.   Or it may be your own family. Call us to schedule a Family Consultation to put a plan in place. Email us to sign up for an I.C.E. Binder workshop and begin your Emergency Preparedness plan.  Attend our Building a Financial Foundation education class, Saturday, June 4 at 2 p.m. in Irvine Ca.