 Sometime between mid-life and our eldest years (our Autumn season), we begin planning for the natural end of our lives. We reflect on what is most meaningful to us - how we can achieve what we believe we have yet to accomplish - and we solidify all that we’ve built. Our hopes and dreams are diverse, but our financial protection planning needs often revolve around three common questions:  Will we have enough guaranteed income to do what we want to do – from meeting basic expenses to donating to our favorite charities or visiting and supporting our family? Will we be able to meet all financial obligations from our business or personal lives – final expenses not included in funeral pre-arrangements – thus preserving the legacy we plan to leave for our loved ones or for our charitable interests? What is the best way to protect extra assets that I plan to pass on?
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