Retirement Planning and Financial Expert, Brian Fricke, Offers Four Must Have’s For Proper Estate Planning
Brian Fricke, financial and retirement planning expert, publishes article giving four examples of imperative estate documents that every family should have in place.
Orlando, Fla. – October 7, 2010 – Brian Fricke, CFP founder of Financial Management Concepts and the author of “Worry Free Retirement,” recently published an article on his website titled “Four Must Have’s For Proper Estate Planning” where he gives four must have basic documents that should be put into place as soon as possible.
“Regardless of how old you are, everyone of legal age should have these basic documents in place; a will, a durable power of attorney, a health care power of attorney and a living will,” wrote Brian Fricke.
The article goes on to give examples of each. In conclusion, Brian writes, “DO NOT do this on your own. There are numerous websites and books and fill in the blank forms available all over the place – but if you make even a small mistake, your heirs may end up paying legal fees and court costs that far exceed the price you would have paid to have an attorney do it right first time.”
The entire article can be found at http://www.brianfricke.com/articles/four-must-haves-for-proper-estate-planning.php
Orlando Business Journal has named Brian’s company, Financial Management Concepts, one of the top financial planning companies in Central Florida. Financial Advisor magazine – an industry trade journal- has recognized him as one of the leading financial planning firms in America. Brian Fricke is a Certified Financial Planner. Financial Management Concepts is a Fee Only Financial Planning firm. They currently manage over $98 million of investment assets for a select community of clients.
Brian also holds a weekly teleconference call, “Coffee Talk,” which is a live call held every Tuesday morning from 9-9:30am, to discuss current economic and lifestyle issues that affect retirees and anyone wanting to retire within the next 5 years. Brian has also recently launched a live in-person meeting, built around the teleconferences, called “Coffee Talk Live.” These teleconferences and live events are not limited to clients and will be available to the public, free of charge. Details for each week’s call can be found at http://www.BrianFricke.com/news_room
For more information about Brian Fricke and Financial Management Concepts, please visit http://www.BrianFricke.com. You can also call toll free 1-800-294-4917 or send an email request to [email protected]
About Brian L. Fricke, CFP®:
Brian Fricke is the Author of “Worry Free Retirement, Do What You Want, When you Want, Where You Want”.
For the last 6 years in a row Brian and his company – Financial Management Concepts – have been named one of America’s Top Wealth Managers.
Orlando Business Journal has named his firm one of the top financial planning companies in Central Florida. Financial Advisor magazine – an industry trade journal- has recognized him as one of the leading financial planning firms in America.
If you’ve been in Central Florida over 10 years, you may have heard him on the radio. He used to host his own show on WDBO radio. He’s also served on the City of Winter Springs Board of Trustees Pension Fund.
Brian is a Certified Financial Planner. His firm – Financial Management Concepts – is a Fee Only Financial Planning firm. They currently manage over $98 million of investment assets for a select community of clients.
Brian and his team have worked with retirees and pre-retirees from companies like AT&T, Sprint, Harris, Lockheed Martin and Siemens/Westinghouse.
For more information, please visit http://www.BrianFricke.com