The Ultimate Dress Rehearsal

There are so many great moments in our lives that we plan for: Graduations, Weddings, Anniversaries, Retirement, but most of us do not plan for our last day. It is uncomfortable to think about and even harder to address. However, the reason we plan is because we care about those that we leave behind. Watch this short video about performing a “Dress Rehearsal” with all of your most important advisors so that you can ask and address all of the important questions and issues that will ensure that your loved ones are taken care of when the time comes.

Please refer to our transcription below if it is easier and/or more convenient for you:

College graduation. Our wedding day. The birth of our children. The day we retire. Our lives are marked by special moments that define who we are and what’s important to us. We’d plan for these big events for weeks, months, even years but there’s one event that many of us do not prepare for; our last one. What will happen to our families if we’re suddenly not there to provide for them. That’s why it’s important to have an action plan now so everyone will know what to do then.

Here’s an idea. We call it the Ultimate Dress Rehearsal. You invite your entire financial team to meet with you and your spouse. Your financial adviser, attorney, accountant, insurance professional, all of your trusted advisers. Everyone together in one place with one agenda: to agree on what your advisers will do to support your spouse if you are not there.

Are all your legal documents, policies and accounts organized and accessible? Is your will up to date? What lifestyle changes will need to be made? Will your spouse be financial secure? Who will coordinate all of the details that need to be done?

The Ultimate Dress Rehearsal is a simple yet powerful idea. It’s a time to get together with your trusted advisers to ask all the questions that will need to be answered when one of you alone. There’s no better way for a couple to appreciate their lives together now than to know everything will be taken care of down the road.

Talk with us to help you with your dress rehearsal.