While planning for emergencies may not be pleasant, proactive planning can provide clarity and peace of mind when you and your family need it most. Busey Wealth Management is pleased to offer a robust planning document Message to My Loves Ones, that can help as a guide through difficult times.
Message to My Loved Ones
This simple, yet in-depth, packet makes it easy for you to outline your life, your legacy and your wishes. Whether it’s a matter of remembering what may seem like simple information, such as account and policy numbers, or service and remembrance arrangements, it’s all in one place—in black and white. It’s designed to make estate planning easier, with simple, fill-in-the-blank style questions and sections for additional thoughts and remarks.
The unexpected is, by nature, hard to predict. But putting the Message to My Loves Ones plan in place makes handling the unexpected that much easier for those you care about.
By preparing the Message to My Loved Ones you can provide a gift to your family, providing them guidance in your absence — ensuring they can come together rather than be pushed apart.
Do you need someone to guide you through the process? We’re here for you. Contact the Busey Wealth Management team or visit busey.com/wealth-management to learn more about our holistic services.
This is not intended to provide legal, tax or accounting advice. Any statement contained in this communication concerning U.S. tax matters is not intended or written to be used, and cannot be used, for the purpose of avoiding penalties imposed on the relevant taxpayer. Clients should obtain their own independent tax advice based on their particular circumstances.
This material is provided for educational purposes only and should not be construed as investment advice or an offer or solicitation to buy or sell securities.
This presentation is for general information purposes only. It does not take into account the particular investment objectives, restrictions, tax and financial situation or other needs of any specific client.
Investment products and services through Busey Wealth Management are:
Not FDIC INSURED | May lose value | No bank guarantee