We understand the importance of planning today for a tomorrow that may never come. As Family Stewards ourselves, we appreciate the value of having a comprehensive plan in place to address life’s uncertainties.
Goals of the Family Steward often include:
Plan for each other’s financial future
Discuss the family’s financial future
Determine children’s guardian(s) in the event of death
Provide opportunities for children’s/grandchildren’s education
Leave a personal legacy for surviving family members
Identify powers of attorney for healthcare and finances
