April Topic of the Month - Estate Planning

Kevin Orsinger |

It’s never too early to start planning for your financial future.

  • Get a will if you don’t have one already. This document may save your heirs some expensive probate costs.  Have a reliable executor or executrix.
  • Have a Power of Attorney (POA) and trusts established if necessary.
  • Have a Durable Power of Attorney for medical and financial needs.
  • Review your beneficiaries.  Make sure you have Primary and Contingent beneficiaries established.
  • Think about consolidating smaller or like accounts into one.  It will make the process simpler for the person handling your estate.
  • Always talk to professionals, attorneys, accountants, and financial professionals about the best options your estate planning.

If you have any questions please call Orsinger Investment Group, Inc. at 724-588-9067.