Estate Planning - CandorPath

Estate Planning


By John Kennedy, CFP® / June 8th, 2020

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We are often asked, “When should we start estate planning?” The answer is, if you’re even thinking about the need for estate planning, it’s time to begin.


We can talk with you through all of the variables, from your money to potential liabilities, and help you identify people best suited to carry out your plan.


It’s important to have a legal document in place to ensure your children have guardianship, your assets are allocated appropriately, medical decisions on your behalf are made according to your wishes, and all of your bills are paid, lifting any potential weight from your loved ones should something happen to you.