July 2022 Newsletter

When was the last time you reviewed your estate plans? If you are like me and my husband, it’s something you keep reminding yourself to do, but often it just gets put on the “back burner.” How many of us have said “I have all my will and estate plans in place,” but we haven’t reviewed the plans in years! Tax laws change, families’ needs change and our estate plans need to change with them.
     I am so grateful to experienced, professional and compassionate financial advisors like Mitch Barnes with Northwestern Mutual for providing guidance on how to navigate the sometimes (often!) complicated world of planning for our loved ones after we are gone. This is particularly essential when those we love have special needs like those in our care at Cedar Lake. Mitch graciously agreed to sit down with me and talk about special needs trusts and why they are so very important. I so appreciate Mitch for all his expertise and advice, but especially because it all comes from his heart and his passion to help families, like his, who have loved ones with special needs. Here is the link to the video. If you have questions or would like additional information, you can contact me or Mitch.