Just as a winning football team meticulously plans its Super Bowl plays, individuals and families can benefit from developing a comprehensive plan for their estate. Estate planning isn’t just for the wealthy – it’s a strategic move for everyone to ensure their wishes are honored, assets are protected and managed, and loved ones are taken care of.
Join hosts Aaron Connor and Kristen Peck on this week’s episode of Life Happens Radio, airing this Saturday at 11 am on WGY! Here are some parallels between football and estate planning that Aaron and Kristen will explore:
🏆 DEFINE YOUR GOALS: Set your sights on the Super Bowl trophy, just as individuals define goals for their estates – whether preserving wealth, providing for family, or supporting charitable causes.
🛡️ MANAGE YOUR ASSETS: Like defensive plays prevent the opposing team from scoring, an estate plan acts as a defense, managing assets to avoid issues like excessive taxation and attacks by creditors.
🔄 ENSURE A SMOOTH TRANSITION: A well-executed game plan ensures smooth transitions between plays, much like an estate plan facilitates seamless transitions of assets to heirs and minimizes confusion.
🏈 QUARTERBACK YOUR LEGACY: Be the leader on the field of your estate plan, making critical decisions on power of attorney, healthcare directives, and guardianship for minor children.
⏰ AVOID THE TWO-MINUTE WARNING: Don’t wait until the last minute to create an estate plan – procrastination may lead to missed opportunities. Planning ahead can put you more in control.
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