Get Your Ducks in a Row

I heard a very sad story the other day.

A young man in his mid-30’s died in his sleep. He left a wife and baby. 

It turns out he did not have a will, he was self-employed and did not have employment income – he took dividends from his company. As a result his wife and child will not receive survivor’s benefits or orphan’s benefits. He had not filed his personal income tax return for years. He did not have life insurance either.

AND he was a LAWYER!!!

What the heck?!?

Of all people who should know better, you would think a lawyer would. But when I tell the story, it seems that they do not.

Everyone should have a will to make sure the money goes where you want it to go. If you don’t, the government may take over the management of whatever is left.

Make sure you think through the consequences of all your financial actions - saving income tax today may cause hardship for you and your family down the road. Take a look at your own situation. Review it with your accountant or financial advisor or lawyer or financial success coach.

​Make sure your ducks are in a row.

Leave your family with peace of mind.

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