Celebrating 60 Years of Service

Financial Wellness: Dine & Discover June 8: “Family Love Letter: A Gift for a Secure Financial Future”

With the help of their trusted advisors, individuals are writing the most meaningful letters of their lives. This is a letter addressed to children, grandchildren, brothers and sisters. It’s a Family Love Letter and its contents communicate a person’s legacy. In creating a Family Love Letter, individuals give their families a lasting and important gift—all the vital information loved ones need to know. Completed with professional advisors, individuals are making plans and taking inventory on behalf of their families—financially and otherwise. The letters include everything from wills to key contact information for attorneys and accountants, from insurance policies to email passwords, from codes to the safe to an ethical will, etc.