Your Checkup Is Due

I was thinking, on Father’s Day, about all of the mixed messages our culture sends out about Dads. You know what I mean — almost every Dad on a modern sitcom is portrayed as a bumbling fool, and thankfully Mom is around to set things straight!

Can I set things straight?

Even though Father’s Day has passed, we need to take a minute and untangle some of the lies and hurtful things that are said about men.

Because 97% of the time, they’re not true.

These lies must be untangled so that the truth can be spoken and received:

If you are a man, a husband, a father, a provider, YOU are worthy of honor and this is the time of year the world honors you. This week, I honor you for what you do, even though much of the time it may feel like a thankless job.

THANK YOU for doing what you do.

Now that I’ve completed my mini-rant, on to my Note — if you already have an estate plan in place, this one’s for you… (And, of course–if you DON’T, call us now! It’s never too late for peace of mind!)

Rowel Manasan’s
"Straight Talk" Personal Strategy
Don’t Let Your Plan Get Out of Shape!
Most people are smart enough to keep their cars in good working order–it requires tune-ups, an annual physical check-up, etc. But I’m always surprised by the common misconception about how often they should have their estate plan reviewed.  

Plus, though there’s been a lot of talk about the higher estate tax threshold, there are many ways in which out-of-date plans can be "burned", by not complying with new laws.
 
Your estate plan is a "living and breathing" plan (at least when done right) and therefore has to be maintained to reflect your life as it is today.  That’s why I’ve got a special offer for my clients and friends in this week’s Strategy Note (see below).
 
If you have already prepared your estate plan–congratulations!  But now is the time to make sure that what you’ve put together will suit your needs NOW.  
 
So, if you don’t have your estate plan in place, make today the day you take this important step for yourself and your loved ones.  And, if you’ve already taken this important step…let’s (together) make sure it lasts.