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Joe Jaspers, CFP®
Vice President, Wealth Management
Carolinas Telco Capital Advisors
Located at Carolinas Telco FCU
9813 South Blvd, Suite 101
Charlotte, NC 28273
Phone: 704-391-5600
Toll Free: 800-622-5305, ext. 2608
Fax: 704-556-1652
Email: joe.jaspers@lpl.com
May/June 2020
Three Important Documents
1. Will -
A will is needed by most people, even when they don’t have great wealth. More than a way to direct how your assets are distributed, a will can also provide crucial instructions for taking care of minor and special-needs children.
2. Powers of Attorney -
The financial powers of attorney names a person who will handle your financial affairs if you can’t. Two common types of these assignments are:- Limited powers of attorney for singular events, such as an absence when signing a legal document is required, and
- Durable powers of attorney, which typically goes into effect when people are incapacitated and can’t make financial decisions for themselves. In this case, it is important to clearly define the incapacity that would activate the powers.
3. Advance Directive -
When you can’t make healthcare decisions like end-of-life treatment for yourself, an advance directive can provide general guidance. Alternatively, you can assign healthcare, or medical, powers of attorney to individuals who would make these decisions for you. Consult with your family and legal advisor to make these and other estate strategy decisions carefully.CONTACT US
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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Carolinas Telco FCU and Carolinas Telco Capital Advisors are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Carolinas Telco Capital Advisors, and may also be employees of Carolinas Telco FCU. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of, Carolinas Telco FCU or Carolinas Telco Capital Advisors. Securities and insurance offered through LPL or its affiliates are:
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