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Who Has Your Back?

Sigma Investment Counselors

July 30, 2021

Most of us are familiar with that line on numerous forms that asks for an emergency contact, and have no trouble answering.  Unfortunately, there are some who do not have a reliable emergency contact.

Clearly, this is an issue that should be addressed sooner rather than later.  In the absence of an appropriate relative, this may require an assessment of who you know and how well do you know them.  For the elderly, this can be very frightening and is a matter that should be part of any long term financial plan.

Remember, estate planning is not just about money.

All comments and suggestions are welcome.

Walter J. Kirchberger, CFA®

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