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Summer is almost over, and August is nationally recognized as Make a Will Month. Although discussing wills may feel uncomfortable or seem far-off, it presents an important opportunity to reflect on our lives, our values, and the legacy we wish to leave behind.

Crafting a will is more than just designating asset distribution; it’s a great first step in considering the legacy we want to leave the world and our loved ones. A well-thought-out will can provide guidance for those left behind. Whether providing the future of family members, supporting cherished causes, or ensuring our assets are distributed according to our wishes, a will is a lasting statement of our intentions and legacy.
If you haven’t made a will yet, if your existing will needs revising, or if it’s been several years since you created your last one, August is an ideal time to do so. Why August? It’s just over the half-year point and far enough away from the holiday season that you have time to really sit down and review your estate strategy. We’re happy to help.

Remember, creating a will isn’t about focusing on the end; it’s about acknowledging the life you’ve led and your wishes are carried out as you intend. It’s about outlining your goals not only for yourself but also for those you care about. It’s your chance to leave a legacy that can be carried forward after you’re gone.

Please don’t hesitate to reach out if you have any questions or need support during this process. We’re here to help you navigate this task with care and sensitivity.

Use this opportunity to consider your legacy and how you want to shape it. After all, our lives are a testament to the stories we write, the love we share, and the difference we make.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. This material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG, LLC, is not affiliated with the named broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Copyright FMG Suite.

Securities offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC).

Insurance products are offered through LPL or its licensed affiliates. Consumers Credit Union are not registered as a broker-dealer. Registered representatives of LPL offer products and services using Consumers Credit Union, and may also be employees of Consumers Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Consumers Credit Union. Securities and insurance offered through LPL or its affiliates are:

Consumers Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Consumers Credit Union for these referrals. This creates an incentive for Consumers Credit Union to make these referrals, resulting in a conflict of interest. Consumers Credit Union is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Learn more

Find out more about Investment Services at Consumers Credit Union, available through LPL Financial (LPL), and meet our LPL Financial Advisors.

Click here