March 2025 Sivia Segment: Don’t Leave It to Luck
Don’t Rely on Luck—Choose Your Decision-Makers Wisely
Picking the right decision-makers for your estate plan is more than just filling out forms—it’s one of the most important steps you’ll take for your future (and your family’s peace of mind). Whether it’s an executor, a health care proxy, or a financial power of attorney, make sure these people have the trust, financial know-how, and calm under pressure to handle the job.
And no, your cousin who forgets to take out the trash isn’t the best choice for managing your future. Be smart—pick backup decision-makers, review your choices regularly, and get some professional help if you’re unsure.
Remember, luck isn’t a strategy when it comes to planning for your future. By making informed choices now, you can ensure that your wishes are honored, your legacy is protected, and your loved ones are supported. Don’t leave it to luck—let’s create a plan that works for you. Schedule your strategy session today (your future self will thank you)!
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