At FinFit Life, we believe that true financial wellness includes smart planning—not just for today, but for the future. That’s why we’re excited to share a recent feature from our Founder and CEO, Howard Sharfman, in Kiplinger, where he breaks down “Six Steps to Simplify Your Estate for Your Heirs.”
In this insightful article, Howard provides practical strategies to help individuals streamline their estate plans, ensuring a smoother transition for loved ones. Why does this matter? By simplifying assets, families can:
✅ Minimize settlement costs
✅ Reduce audit risks
✅ Ease the emotional burden on heirs
Estate planning isn’t just for the ultra-wealthy—it’s a crucial step for anyone who wants to protect their family’s financial future. Whether you’re speaking with clients about their personal planning or engaging with Centers of Influence (COIs) like attorneys and financial advisors, this article serves as a valuable conversation starter.
🔗 Read the full article here: Six Steps to Simplify Your Estate for Your Heirs
At FinFit Life, we help individuals and families build a financially fit future—and estate planning is a key piece of that puzzle. If you’re looking for guidance on how to integrate life insurance and wealth protection into a comprehensive strategy, let’s start the conversation.