Estate Planning

Estate Planning Checklist

By Barber Financial Group

December 12, 2018

We’ve sent a copy of the Estate Planning Checklist to the email address provided. You can also click below to download a copy.

One of the greatest gifts you can leave your survivors is an organized estate. While it may be unpleasant to think about, the time you spend now will help your loved ones to cope later, and will also ensure your wishes will be carried out. If proper planning isn’t done before you pass away, what you may leave behind is a distribution that is carried out far differently than what you may have intended or expected. 

Download the Estate Planning Checklist



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Investment advisory services offered through Barber Financial Group, Inc., an SEC Registered Investment Adviser.

The views expressed represent the opinion of Barber Financial Group an SEC Registered Investment Advisor. Information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Barber Financial Group does not accept any liability for the use of the information discussed. Consult with a qualified financial, legal, or tax professional prior to taking any action.

 

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