Gus has been an avid follower of the financial markets since age 12, when he first learned how to read stock quotes in the newspaper and created his own hypothetical stock portfolio as a hobby. Many days saw him running home from the school bus stop to check quotes and adjust his portfolio values to see if he would have made money had they been real stocks. With investing and finance in his blood, he started in the financial industry earlier than most. In 1991, when he was just 19 years old, he earned his Series 7 and began working as a stockbroker and portfolio manager for a commodities limited partnership prior to opening his own practice in 1992. Gus is the Founder and President of Fox-Smith Wealth Management, a private Asset Management and Financial Planning firm located just outside Denver, Colorado. As part of his comprehensive approach, his firm provides estate planning advice in coordination with each client’s preferred legal and tax professionals for those that plan ahead. He also provides estate settlement assistance to families navigating this difficult process. Finding few good resources able to help organize and simplify the planning process for his clients, he created this book and step-by-step guide for them and now makes it available to help you develop your own plan.
Clearing the Way Forward - Personal Estate Planning Workbook
Don't Leave Your Family a Mess, Leave them a Legacy!
by Gustin D. Fox-Smith, AIF, ChFC
Clearing the Way Forward - Personal Estate Planning Workbook
Don't Leave Your Family a Mess, Leave them a Legacy!
by Gustin D. Fox-Smith, AIF, ChFC
Published May 24, 2021
109 Pages
Genre: LAW / Estates & Trusts
Book Details
No one gets out of here alive!
It is said that the only certainties in life are death and taxes. This workbook will help you plan for one and reduce the impact of the other on your loved ones after you are gone. Lessening your family’s burden in their time of grief is a priceless gift. Over 70% of people in the U.S. die without even a basic will, leaving a mess for their loved ones to sort through in the courts. There are thousands of excuses for not planning, but one of the most common is that we tend to avoid things we do not understand. Designing an estate plan has become one of the most complex challenges anyone can take on. But that does not change the fact that each of us must have a plan. The consequences of not planning are too great and none of us will get out of here alive.
This workbook will help you gain a basic understanding of core Estate Planning concepts so that the subject will become less intimidating. Then the workbook section will take you through the process of building your own plan, step by step. After completing this book, you will have a document that can be given to your estate attorney that clearly lays out all of your planning needs. By significantly reducing the time necessary to complete the intake interviews, your legal bill should be much easier to swallow.