We do the work that takes away the worry...

How to Plan Your Own Funeral

Complimentary Income Mapping and Social Security Maximization Strategies.
Call for an appointment at 828-351-9368

How to Plan Your Own Funeral

Planning your funeral can save your loved ones extra stress in a time of grief. But there are several things to consider: Do you want to be buried in a churchyard cemetery, entombed in a mausoleum or cremated for a ceremony at sea? Almost anything is possible with some forethought.

You can choose the funeral home long before you need it and even pay for all or part of the services in advance. If you choose this route, make sure the services are guaranteed at the contracted price. Some contracts call for additional “final expense funding.” This means that should prices rise, your loved ones will be left paying the difference. Also ask:

If you change your mind, can you get all or part of your money back?
Will your money earn interest? If so, how much? Who gets it?
What happens if the funeral home goes out of business?

Another option is to buy a life insurance policy that can be used for funeral expenses. Note this request in your will, along with any details for burial or services.

Whatever you choose to do, make copies of all documents, giving files to appropriate family members and the attorney who drew up your will. Think twice before placing these documents in your safe-deposit box as some families have discovered the documents after the funeral.

Would you like to learn more about various possibilities for funding final expenses? Send an email and explore options that offer protection and reassurance for your family.

Retirement Portfolio Assets: Allocation by Age

May 30, 2024 No Comments

As you progress through your retirement investing journey, consider altering your asset allocation by age as your time horizon, investment goals, and risk tolerance change.

Setting Financial Goals

September 8, 2022 No Comments

Goal Planning Every goal starts with a plan We want to help you stay on course as you pursue your financial goals. A complimentary goal

Retirees: Is Your Investing Plan Built for Market Volatility?

August 11, 2022 No Comments

Investors can bank on near-certainties in the investing world: markets go up and markets go down. It may sound simple, but this highlights the conflict

Client Access:

View our Privacy Policy and Disclosure Documents

Website Design By: BubbleHouse Designs

Shankland Financial Advisors, LLC (SFA) may only transact business in those states or countries in which it is registered, or qualifies for an exemption or exclusion from registration requirements. SFA’s website is limited to the dissemination of general information pertaining to its financial planning and investment advisory services. Content contained on or made available through the website is not intended to and does not constitute legal, tax or investment advice, and no advisory relationship is formed. SFA does not, and will not, effect or attempt to effect transactions in securities, or the rendering of personalized investment or financial planning advice for compensation, through this website.
Certain information contained herein is derived from sources that SFA believes to be reliable; however SFA does not guarantee the accuracy or timeliness of such information and assumes no liability for any resulting damages.
Please contact SFA at 828-672-0003 to find out if we may conduct advisory business in the state or country where you reside. For information about SFA registration status and business operations, please consult the Firm’s Form ADV disclosure documents. The most recent version of our disclosure brochure is available on the SEC’s Investment Adviser Public Disclosure website at SEC’s website adviserinfo.sec.gov, and using our firm name.