Get Your Ducks in a Row: Because You Can't Take it With You (But You Can Decide Where it Goes)

Let's face it, death isn't exactly a cheerful topic of conversation. But avoiding the inevitable won't make it go away. It's time to address the elephant in the room and make sure our loved ones are equipped with the knowledge and tools to navigate our estate after we're gone. Ignoring this crucial topic would be a grave mistake. (See what we did there?) Don't leave your family in peril - start the discussion now.

Welcome to June’s LynnLeigh Journal. This month we are hoping to help our readers understand the basics of estate planning. While this topic can be a bit overwhelming, we have a repeatable process to help you get it DONE!

Attached to this month’s newsletter is a wonderful piece that defines the different trusts that are available - thank you to Fidelity for making this information public.

For our brief market update, we discuss the current market environment and an overview of the debt ceiling drama. Sheesh.

We decided to move our monthly seminar, Retirement Income - Make Your Money Last, to July. So, keep your eyes open for your invitation.

I would really enjoy hearing from you about topics you would like us to cover. I hope you are enjoying this lovely Summer weather and that you and your family are happy and healthy.