The Dog Days of Summer

For many people the dog days of summer mean vacation and a slower pace of life. It is this slower pace that creates the environment for reflection and planning. This is especially true for life planning: retirement and estate planning etc. These longer-term issues tend to be put on the back burner when life is chaotic. Sometimes we have to be in the “mood” for these discussions, and summertime fosters the right mood because we are in a different state of mind.

So, now is the time to invite your advisor over for iced tea and conversation. Share your thoughts, dreams and even fears. Take advantage of the time and space that the dog days of summer have created. The advantage is that you can take the time to think clearly without interruptions, and the real value is that you can create plans that secure your future and legacy.

Your Foundation has the resources and tools to help you navigate the planning process. We specialize in using charitable giving to maximize gifts to both family and charity, as well as increasing income and lowering taxes.

Contact me, Gary Melville, to arrange a time to talk today. 

800-595-4347 x 103 / email gmelville@umfne.org.