top of page

Add a Title

Add a Title

Add a Title

Add a Title

Info

Read more...

Add a Title

Add paragraph text. Click “Edit Text” to customize this theme across your site. You can update and reuse text themes.

Read more...

Add a Title

Add paragraph text. Click “Edit Text” to customize this theme across your site. You can update and reuse text themes.

Read more...

Whitaker-Myers Wealth Managers is an SEC-registered investment adviser firm. The information presented is for educational purposes only and intended for a broad audience. The information does not intend to make an offer or solicitation to sell or purchase any specific securities, investments, or investment strategies. Investments involve risk and are not guaranteed. Whitaker-Myers Wealth Managers reasonably believes that this marketing does not include any false or misleading statements or omissions of facts regarding services, investment, or client experience. Whitaker-Myers Wealth Managers has a reasonable belief that the content will not cause an untrue or misleading implication regarding the adviser’s services, investments, or client experiences. Please refer to the firm’s ADV Part 2A for material risks disclosures.

​

Past performance of specific investment advice should not be relied upon without knowledge of certain circumstances of market events, the nature and timing of the investments, and relevant constraints of the investment. Whitaker-Myers Wealth Managers has presented information in a fair and balanced manner.

​

Copyright (c) 2023 Clearnomics, Inc. and Whitaker-Myers Wealth Managers, LTD. All rights reserved. The information contained herein has been obtained from sources believed to be reliable, but is not necessarily complete and its accuracy cannot be guaranteed. No representation or warranty, express or implied, is made as to the fairness, accuracy, completeness, or correctness of the information and opinions contained herein. The views and the other information provided are subject to change without notice. All reports posted on or via www.clearnomics.com or any affiliated websites, applications, or services are issued without regard to the specific investment objectives, financial situation, or particular needs of any specific recipient and are not to be construed as a solicitation or an offer to buy or sell any securities or related financial instruments. Past performance is not necessarily a guide to future results. Company fundamentals and earnings may be mentioned occasionally, but should not be construed as a recommendation to buy, sell, or hold the company's stock. Predictions, forecasts, and estimates for any and all markets should not be construed as recommendations to buy, sell, or hold any security--including mutual funds, futures contracts, and exchange traded funds, or any similar instruments. The text, images, and other materials contained or displayed in this report are proprietary to Clearnomics, Inc. and constitute valuable intellectual property. All unauthorized reproduction or other use of material from Clearnomics, Inc. shall be deemed willful infringement(s) of this copyright and other proprietary and intellectual property rights, including but not limited to, rights of privacy. Clearnomics, Inc. expressly reserves all rights in connection with its intellectual property, including without limitation the right to block the transfer of its products and services and/or to track usage thereof, through electronic tracking technology, and all other lawful means, now known or hereafter devised. Clearnomics, Inc. reserves the right, without further notice, to pursue to the fullest extent allowed by the law any and all criminal and civil remedies for the violation of its rights.

WHY HAVING A WILL IS IMPORTANT (AND GETTING ONE MIGHT BE EASIER THAN YOU MAY THINK)

  • Writer: Whitaker Myers
    Whitaker Myers
  • Aug 27, 2020
  • 3 min read

Creating a Will can be really intimidating. It’s one of those things that most people know they should have but it just always sits on the “To-Do” list because they don’t want to think about it, they are afraid it’s going to be expensive, or they don’t even know where to begin.


You Want to Decide What Happens to Your Belongings and Your Children Ahead of Time

As Dave Ramsey says, having a will and life insurance is a way for you to tell your family that you love them, even after you have passed away. This is because, when there is a will there is clarity. Everyone knows your wishes for your things and there is no guessing on your family’s part on what you would have wanted done with your belongings.


If you have young children, this is especially important because you want to be the one that decides who will take care of them if you aren’t here to do so. It’s important that you decide that and have a conversation with the person you chose to make sure they are okay with being their caregiver. Also, you might want to share other important information with them including your values, financial situation (life insurance), etc.


Creating a Will Might Be Easier Than You Think

If you have been putting off creating a will because you are not ready to pay a large amount of money to an attorney, you will be happy to hear that there are cheaper options. Dave Ramsey recommends Mama Bear Legal Forms. You can see that on his website, here.

I always describe services such as Mama Bear as a “fill in the blank” form. As in, they will send you a form and there will be blanks where you need to fill in your personal information and they will give you instructions on how to do that.


If you have a more complex situation and would prefer to work with an attorney, know that there are attorneys that have more reasonable prices especially when it comes to wills. It just takes calling a few to find out their rates and/or asking family members or your Financial Advisor who they recommend in the area.


If ultimately, you would prefer to work with an attorney in order to have a more personalized will but do not have the time or money right now, consider creating a will with a service such as Mama Bear and just update it later. This is because it is important to have a will sooner than later!


Have Clarity on What is In Your Will

In the Legacy Journey, Dave Ramsey talks about having a “reading of the will” every year with his family. This is definitely not what is normal, but you know Dave does not want to be “normal”. Too many times, families get into arguments when someone has passed away, either because there was not a will and they can’t agree on a decision or because they are shocked by what was in the will because they didn’t expect it. Once you create your will, if you made a decision to leave someone out of your will or made a choice that might surprise your family, consider having that conversation yourself. This will make it easier on the person that you chose to be the executor of your will, so that they don’t have to be the one to break the news.


Fun fact, August is "National Make a Will Month" so there is still time to get a Will and go into the Fall knowing that you have a plan in place to leave a legacy for your family!

Whitaker-Myers Wealth Managers is an SEC-registered investment adviser firm. The information presented is for educational purposes only and intended for a broad audience. The information does not intend to make an offer or solicitation to sell or purchase any specific securities, investments, or investment strategies. Investments involve risk and are not guaranteed. Whitaker-Myers Wealth Managers reasonably believes that this marketing does not include any false or misleading statements or omissions of facts regarding services, investment, or client experience. Whitaker-Myers Wealth Managers has a reasonable belief that the content will not cause an untrue or misleading implication regarding the adviser’s services, investments, or client experiences. Please refer to the firm’s ADV Part 2A for material risks disclosures.

​

Past performance of specific investment advice should not be relied upon without knowledge of certain circumstances of market events, the nature and timing of the investments, and relevant constraints of the investment. Whitaker-Myers Wealth Managers has presented information in a fair and balanced manner.

​

Copyright (c) 2023 Clearnomics, Inc. and Whitaker-Myers Wealth Managers, LTD. All rights reserved. The information contained herein has been obtained from sources believed to be reliable, but is not necessarily complete and its accuracy cannot be guaranteed. No representation or warranty, express or implied, is made as to the fairness, accuracy, completeness, or correctness of the information and opinions contained herein. The views and the other information provided are subject to change without notice. All reports posted on or via www.clearnomics.com or any affiliated websites, applications, or services are issued without regard to the specific investment objectives, financial situation, or particular needs of any specific recipient and are not to be construed as a solicitation or an offer to buy or sell any securities or related financial instruments. Past performance is not necessarily a guide to future results. Company fundamentals and earnings may be mentioned occasionally, but should not be construed as a recommendation to buy, sell, or hold the company's stock. Predictions, forecasts, and estimates for any and all markets should not be construed as recommendations to buy, sell, or hold any security--including mutual funds, futures contracts, and exchange traded funds, or any similar instruments. The text, images, and other materials contained or displayed in this report are proprietary to Clearnomics, Inc. and constitute valuable intellectual property. All unauthorized reproduction or other use of material from Clearnomics, Inc. shall be deemed willful infringement(s) of this copyright and other proprietary and intellectual property rights, including but not limited to, rights of privacy. Clearnomics, Inc. expressly reserves all rights in connection with its intellectual property, including without limitation the right to block the transfer of its products and services and/or to track usage thereof, through electronic tracking technology, and all other lawful means, now known or hereafter devised. Clearnomics, Inc. reserves the right, without further notice, to pursue to the fullest extent allowed by the law any and all criminal and civil remedies for the violation of its rights.

bottom of page