Your Solutions Update
Newsletter
April 2011
OSJ Branch Office
3521 Bonita Bay Boulevard, Bonita Springs, Florida 34134
Branch Office
350 S. Northwest Highway, Suite 300, Park Ridge, Illinois 60068
Dear Friends,
In This Issue
Spring is finally here! The warm sunshine, budding trees, and blooming flowers have
Estate Plans: Not Just
replenished our spirits and energy levels again. We have two Team Member celebrations
for the Wealthy!
this month. Cheryl Mondry’s birthday is April 10. Happy Birthday Cheryl! Congratulations
Did You Know?
to Wendy Michaud, who is celebrating her 4 year Anniversary with CPFC!
We wish everyone and their families a Happy Easter and Passover this month!
Estate Plans: Not Just for the Wealthy!
When most of us think of estate plans, we think of owning a grandiose estate with
tennis courts, four car garages and endless acreage that will be passed on to children.
That is a very common misconception.
Monthly Quote
Thank You for
Your Business!
Estate Plans are set up so you can make absolutely sure that your wishes will be
carried out. You don’t need an enormous house or even children to pass your
“inheritance” on to.
Other considerations include the instructions given in your will may not transfer over
to your trust and IRA. When you change your beneficiaries, it’s crucial that the new
information is updated on all of your financial accounts, insurance policies and legal
documents. For example, you may have a savings account held in your name that
you want to pass on. If you keep that account in your name only, and all other accounts are held in trust, it will transfer by the instructions in your will, not your trust.
Please call our Client Service Center at (800) 525-7526 if you have any questions
or if you need to make any updates. We’d be happy to help you through the process.
Carole J.A. Peck
MBA, CFP®, CDFA™
President
Quote of the Month:
Did You Know?
How did the Easter Bunny become associated with Easter? The Easter Bunny
has been around since the 1500's in the writings of the Germans. The first edible
Easter bunny was made out of pastry and sugar in the early 1800's, and the bunny
was said to lay colorful eggs in the nests that children made out of bonnets.
Germans who traveled to the Pennsylvania Dutch country brought the German Easter
Bunny traditions with them to America in the 1700's.
Slowly the hats that the children piled into hidden nests for the bunnies turned into
baskets. These baskets are still hidden around the house and are now used to collect
the colored eggs of children as they go on their Easter egg hunts. www.About.com
If you have any questions or comments, please call our Client Service Center
at (800) 525-7526. We’ll be happy to help you in any way we can.
Securities Offered Through LPL Financial Member FINRA/SIPC
Spring is
nature’s way
of saying,
“Let’s party!”
-Robin Williams