There is still time to get critical financial documents in place
 
With the demands of work, family and daily responsibilities, many of us often prolong, or cast aside, organizing and documenting important legal and financial decisions. Then, when a game changing life event occurs, such as the current Coronavirus pandemic, we wish we had acted sooner. 
 
While we are in unprecedented times, rest assured that there is still time to get critical financial documents in place; but you need to act quickly. 
 
Here are some tips on what you can do now to get your financial and estate plan in order:
 
These simple steps will ensure that your heirs will be provided for in exactly the manner you wish; that your financial structure is assuming investment risk at a level comfortable for you; and that your cash flow is structured to meet your immediate and future cash needs.
 
The current global health crisis is on all of our minds, but taking these critical steps now can provide some reassurance during a challenging time. 
 
We are easily in the fourth quarter and the clock is ticking down. We urge you to take the time now to review your financial and estate plan and provide a level of comfort for you and your family.
 
If you would like to learn more about this topic or are interested in speaking with someone at Coral Gables Trust Company, please contact: John Harris at (305) 443-2544 or This email address is being protected from spambots. You need JavaScript enabled to view it. or Donald Kress at (305) 401.1306 or This email address is being protected from spambots. You need JavaScript enabled to view it.