Frank and Hazel’s story
Modern Woodmen members: Frank (quoted here) and Hazel Champagne
City: Benton, Ark.
Their Modern Woodmen representative: Cheryl Tidwell, Sherwood, Arkansas
Why is estate planning important to you? We set up a living trust for Hazel and me. This is a second marriage for us, and we wanted everything set up properly. But the most important thing was setting up a trust for my grandson. Robert has autism. He will need help with his finances, a place to live and help with his daily living after we’re gone.
How is Modern Woodmen helping you? Cheryl listened to our concerns and helped us get a plan together. She also set up an appointment and accompanied us to the attorney’s office.
What’s something you were surprised to learn during this process? If you just have a will, that information is filed at the courthouse for anyone to review. A trust is between you, your family and the attorney.
What words of wisdom do you have for others? Keep good records and know where all your important papers are.
Cheryl's advice: When it comes to estate planning, everyone’s situation is different. Some people have circumstances where they need a living trust. Some people just need beneficiaries updated. Do the work, get your plan completed and then go live your life. You’ll feel good knowing you have secured your family’s future.
FRANK AND HAZEL’S REPRESENTATIVE
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