Having the Hard Conversation Just Got Easier

There are some conversations no one wants to have with their family. What will happen financially when you pass away is usually one of them.

Having that conversation, though, is very important for you and for your loved ones. It can help you feel confident that your wishes will be followed after your death. And it can make it easier on your beneficiaries when the time comes to transition assets.

“Create Your Family Legacy,” a workbook from Principal Funds, can help you ensure your family has the information they need to take care of your affairs, if needed. With help from your financial professional, complete this workbook to catalogue your:

  • Final wishes
  • Insurance policies
  • Assets
  • Liabilities
  • Trusts
  • Other important financial details

Once you and your financial professional have completed the workbook, it may be a good idea to review it with your beneficiaries. This can help you ensure that everyone is on the same page, helping to avoid future complications and putting your mind at ease.

Download a copy of “Create Your Family Legacy.” Then contact your financial professional to schedule an appointment.

Principal Funds, Inc. is distributed by Principal Funds Distributor, Inc.