Client: #1 Financial Goal per Terry Savage for 2023

Terry Savage Answers Your Money Questions - What to Do to Start off the New Year Correctly?

Don't Leave Your Loved Ones in a Bind
Just recently, I saw Terry Savage (the famous personal finance coach) indicate that getting an estate plan would be the #1 goal for 2023 for all of her clients that do not have one.

Do you have a will?  Have you set up a power of attorney for healthcare if you become incapacitated?  What happens to your property in the event of your untimely death?

Are you not sure of these answers?  Are you sick and tired of worrying about it?  That's why The David Frank Law Group has an entire Estate Planning department to solve these issues for our clients.

Don't let another day go by.  Set up an appointment with us today (email me at David@frankesq.com) and let's eliminate this risk once and fall.  Make this a priority for 2023 for you and your loved ones.