Protecting Your Family and Your Money
by Matthew A. Ferri, Esq..
Wouldn’t it be great to have a guide to tell you how you can continue living the life that you worked hard to build? Making sure everything runs smoothly if you need additional care, or how do you protect your loved ones after you are gone? How to control your estate while you are alive, and protect it when you are gone?
Discover how people just like you keep control by creating an estate plan that works for your current stage of life and maintain that plan, so it continues to work for your lifetime and beyond.
There are many reasons to read a book; to learn something new, for relaxation, or to be entertained by a good story. In our house, reading has become a family activity with nighttime stories and multiple trips to bookstores to purchase every book in the series. Even requiring me to build more bookshelves!
It’s easy to explain why we read books, but what about writing a book? I recently decided to write a book to encourage people to create an estate plan and stay in control of their lives as they age. A plan that controls their estate and protects their loved ones.
The title of this book is “Keeping Control, a Game Plan to Protect Your Estate, Your Family, and Your Money”. Inside, I outline some basic principles and provide simple steps to take and a path to get started.
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Introduction
First, I want to thank you for taking the time to read this book and letting us share with you the insights we’ve been fortunate to learn throughout our years of working with clients.
You’ve worked your entire life to be able to enjoy your retirement and leave a little something for your kids or charities. Now it’s time to enjoy the fruits of your labor. How do you enjoy your money and still be assured you won’t run out? How do you convey your wants and control your money when you become ill or are no longer alive while at the same time ensuring your heirs don’t get strapped to a tax burden or argue over your health care? How can you be certain you will always maintain control of your assets and see that they are used in the way you wish?
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