Celebrating Our Financial Independence this 4th of July

by Jack Morrison on June 29, 2011

This Monday, on the 4th of July, we’ll celebrate the liberation of our great country from unwanted oppressive rule. Today, we can take away a valuable lesson from those American heroes who led the way long ago: be courageous enough to seek financial independence. Liberate yourself in order to get a fresh start. 

Creating an estate plan will allow you to protect what you have and decide where your assets will go upon your death. Knowing you’re preserving your future—and that of your loved ones—will be very freeing. 

In my Worcester, MA estate planning practice, I see a recurring theme of why people put off creating an estate plan: procrastination. Many think that nothing will ever happen to them, and there are other, higher priority items on their to-do list. But what if something were to happen? Creating an estate plan is gaining independence free from making decisions beyond the grave. 

The creation of an estate plan is usually triggered from two life-altering events: 1) starting a family or 2) nearing retirement age. Both pivotal events help you understand how fragile life is. When you have a will, you’ve made provisions. For young families, you’ve selected a guardian who will love your children and who will raise them with the same beliefs you have. For retirees, you understand that life occurs when you’re busy making other plans. You finally (although probably reluctantly) understand your mortality. 

Getting your financial matters in order is important. Independence is coming to the realization that you have the power to make decisions that will benefit you and your loved ones. You will be amazed at the relief you’ll feel. 

My name is Attorney Jack Morrison. As an estate planning attorney in Worcester, MA, I assist clients every day with creating and updating their estate plans. Call my office at 508.852.7800 or reach out via our contact form.

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