Do You Have an Estate Plan?

Whatever your stage in life, it is a good idea to think about and plan for how your affairs will be handled. By preparing an estate plan, you’re safeguarding more than just matters of finances and inheritance, you’re also guiding future health decisions, providing for loved ones and creating your legacy. A few simple steps today will give you peace of mind tomorrow by ensuring you and your loved ones are well protected.

It is estimated that 60 percent of Americans don’t have a will or living trust to protect themselves and their families. With a few simple steps you can ensure that you and your loved ones are protected. Your estate plan can also be used to support your favorite charitable causes.

Fill out the form below to request a FREE estate planning organizer and begin work on your estate plan today. Or contact Dan Virzi at 513-345-6582 or dvirzi(at)CETconnect(dot)org for more information.

Join other loyal public media supporters by requesting your FREE organizer.