Legacy Planning
To quote American Poet John Greenleaf Whittier, “For all sad words of tongue and pen, the saddest are these, it might have been.”
When it comes to end of life planning issues, many people express their wishes verbally to a friend or family member. The problem is that these conversations do not translate into any legally binding arrangements. Do you have a will? How about a power of attorney or living trust? When was the last time they were updated?
At Adams & McReynolds, new clients can expect a thorough interview and follow up phone calls until they have crossed everything off their “to do” list. This process often invloves working closely with your attorney and tax professional. We do much more than sell life insurance. We help our clients put together a legacy plan and see it through to completion – because good intentions do not get the job done.
The
traditional life insurance plan that provides death benefits to
our loved ones hasn’t changed much over the past 50 years.
However, one significant thing has changed – we are
living longer. At Adams-McReynolds LLP, we offer an all-new generation
of protection that facilitates the financial opportunities of living
a longer life and reflects changing needs and concerns.
We help you understand the differences between whole life, universal
life, and term life insurance. We also explore alternative protection
that not only helps you take care of your family, but also helps
you plan toward a fulfilling retirement with one simple solution.
Changing times demand a new solution – Adams-McReynolds LLP.