Skip to content

The Planner's Playbook


Mailing List

There are currently 1520 subscribers.

Estate Planning: Prepare Now for Peace of Mind Later

JUSTIN_HEARTY_SHORT Justin Hearty | Articles

Read Time: 3:00 min

“It can wait. I’m not worried yet.” Unfortunately, life events wait for no one. You may have an idea of what you would want to happen in the worst-case scenario, but you’re allowing luck to make your decisions without proper preparation in place.

Estate Planning can be a Source of Freedom & Joy

Estate Planning

In this month’s edition of the Planner’s Playbook, our very own Greg Mattacola introduces us to estate planning.

  • Why do we work so hard?
  • Who lies at the base of our motivations?
  • Protect and provide for those you love!

Read more…

The Importance of Estate Planning


Estate planning may seem complicated, but it does not have to be. Understanding what it is and what documents are needed to ensure your wishes are carried out is essential. In this article, we will discuss the following:

  • What is an estate plan?
  • Important Documents:
    • Last Will and Testament
    • Power of Attorney
    • Health Care Proxy
    • Living Will
  • Final Thoughts

Read more…

About Strategic

Founded in 1979, Strategic is a leading investment and wealth management firm managing and advising on client assets of over $2 billion.