While estate planning often feels like a daunting task we'd rather postpone, there's one surprisingly simple action you can take right now that costs nothing but provides immense value and peace of mind.

Tagged: estate planning, beneficiary designation, Avoiding probate

The Prosperity People, 601 Fairfield Avenue, Bellevue, KY, 41073, United States(859) 331-7755

Schedule an Introductory Meeting ADV Form II Privacy Policy Form CRS

LEGAL

The Prosperity People, LLC (“Prosperity People”) and Mackey, LLC (“MACKEY”) are separate but affiliated companies. MACKEY provides accounting and consulting services and works collaboratively with Prosperity People – a registered investment adviser – in the provision of professional services to organizations. When either of these entities engages with a client, nothing therein induces or prescribes liability for the other legal entity unless such other legal entity is specifically engaged by the client.

Any content herein that incorporates third-party information has been developed from sources believed to be providing accurate information. The information is not intended as tax, legal or investment advice. Please consult legal, tax or investment professionals for specific information regarding your individual situation. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product.

Securities offered through Charles Schwab & Co., Inc., Member SIPC; Investment advisory services offered through The Prosperity People, LLC, a Kentucky Registered Investment Advisor, 601 Fairfield Ave, Bellevue, KY 41073, (859) 331-7755. Mackey, LLC is a separate legal entity from Charles Schwab & Co., Inc. and The Prosperity People, LLC.