Aging with Dignity and Grace and your Estate PlanSubmitted by Reby Advisors | Certified Financial Planners | Danbury, CT on October 25th, 2019
October 25, 2019
This article originally appeared in the Fall 2019 Edition of the Reby Advisors Newsletter.
In August, the Reby team attended an in-house training program and hosted a live event titled, Aging with Dignity and Grace.
The speaker, Ken Florian, is a Certified Thanatologist, who works with advisors, and other professionals, providing education in a variety of transitional areas that people face, such as terminal illness, end of life planning discussions, dementia and more. While these topics can be uncomfortable for families to discuss, they are some of the most important conversations that can be held with our loved ones.
Ken has allowed us to offer our clients a replay of his presentation for a 14-day period. If you are a Reby client, you will receive an email with a link and a password that will allow access to the event. Please keep an eye out for the email to view this very informative presentation.
In addition, the Reby team is working hard behind the scenes to create a more robust review process for common Estate Planning issues/mistakes. Many people have the basic documents created, and think, that’s it, we are set. Our goal is to take that one step further, to make sure that there are no gaps in your plan, that your wishes are clearly articulated and that you and your family are left with a “blueprint” that will ensure your concerns have been addressed and that your plan meets your needs and your wishes.
In addition to one-on-one guidance and review of your Estate Plan, we provide an online resource that can help manage many important aspects of your plan.
Organize, Store and Share
Everplans is a way for you to organize, store and share your most important documents, health care information, and life wishes. Things like wills and insurance papers, but also account numbers, email passwords, family recipes, and final wishes. An Everplan is a plan that puts everything you and your loved ones need in a place they can easily find. So instead of digging for your documents and being unsure of your intentions, you and your family know everything is taken care of.
We can help you organize your paperwork and plans; you’ll know where everything is and how to access it at every stage of your life. You can email or call us to find out what an Everplan can mean for you and your family.