Managing to be Wealthy: 10/15/17

The importance of good financial planning:
- Having the right estate documents doesn’t necessarily mean your wishes are clear
- Protect your estate from excessive taxes
- Life and relationships change: Review and update your documents often
- The impact of hiring a competent estate planning professional
- Surprises aren’t a good thing: Discuss your wishes, while you’re still around!
- Health Savings Accounts (HSAs): A valuable tool to pay medical expenses and save for retirement