Curtis Hunter Roy II, MBA, CRPC

08/14/2024

What Your Will Does Not Mention
‘Your Estate Love Letter’

Passing your life’s work to benefactors and/or heirs is more than just moving money… There are life lessons, quick tips, relationships, wisdom, personal information, and last words that money cannot buy for your legacy. This list is not exhaustive but may be items that will stand out for you to discuss with your loved ones while there is time to do so that are not explicitly stated in your living will. These are difficult conversation to be had, but this list will help ensure that you mention everything you need to.

We suggest writing your own personal estate ‘love letter’ to your family and benefactors.

Here are several items you may not have thought about!

 First & foremost – your estate attorney’s name, address, and contact information!
 Where can your passwords for important information be found?
 Where can your personal information be found? (birth certificate, social security number, passports, other digital records that may be needed to settle your estate)
 Institutions that hold your retirement accounts, life insurance policies, and other liquid investments (contact numbers, emails, who to speak with)
 Do you have cash or personal items protected that no one knows about?
 Who is your ‘go to’ for spiritual guidance?
 Who is your ‘go to’ for marriage or life guidance?
 Who is your ‘go to’ for financial guidance?
 Who is one individual you would trust with your life?
 Any business professionals you trust and respect to work with your children/grandchildren? (real estate agent, mortgage lenders, auto mechanics, contractors, tax professional, investment professional, attorneys, etc.)
 Do you have any important family or medical history that needs to be addressed?
 Are there any special instructions for family members or loved pets that you may have been taking care of?
 The 2 most important life lessons you have learned thus far…

Finally, this is an opportunity to address your family. Write a short paragraph filled with whatever you would like – your love & affections, goodbyes, your last words.

Ameriprise Financial and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
Roy Planning Resources, a private wealth advisory practice of Ameriprise Financial Services, LLC
The Compass is a trademark of Ameriprise Financial, Inc.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
©️ 2024 Ameriprise Financial, Inc. All rights reserved.

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04/22/2024

Roy Planning Resources is proud to introduce you to the team’s newest Administrative Assistant, Kara Hebert! You may have already spoken with Kara on the phone as she continuously serves our advisory team (Hunter, Deven, and Kaylie) in administration and logistics. Kara works diligently to delegate your needs to appropriate team members and will help ensure client beneficiaries, power of attorneys, trusted contacts, and all information is current and accurate!

She has learned how we engage our partnerships and represents the ‘white glove’ service model we deliver.

The team has watched Kara learn and develop tremendously over the last 8 months and is excited to have her a part of Roy Planning Resources!

Planning Counts!

Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

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A private wealth advisory practice of Ameriprise Financial Services, LLC

02/20/2024

At Roy Planning Resources, the key success to our partnerships is our client engagement. The partnerships we develop are centered around helping our customers transition into retirement - which begins with a personalized profit/loss strategy (cash flow planning). Each partnership is engaged through a personalized experience with a focus on their goals - a plan for their money to outlive them.

Ameriprise Financial congratulates Roy Planning Resources as a recipient of the 2023 Ameriprise Client Experience Award!

We stand by our client satisfaction rating of 5.0 out of 5.0!

02/14/2024

Know someone looking for a unique opportunity in the finance industry? We currently have 1 internship spot available at our Lafayette office for each the Summer and Fall 2024 semesters. This opportunity is eligible for 3 credit hours for FNAN 398 for local ULL students!

Click the link to apply!

Enjoy the independence and the support of a strong national brand with a career at Curtis Hunter Roy II in Lafayette, LA

01/25/2024

Help us congratulate someone you may know well. Kaylie is engaged!

Kaylie has been a blessing to the team and clients of Roy Planning Resources. We are excited to celebrate her and Chandler!

A private wealth advisory practice of Ameriprise Financial Services, LLC

12/21/2023

The first day of winter is here! What are you looking forward to this season?

12/20/2023

Ameriprise Chief Economist Russell Price offers his reflections on the 2023 U.S. economy and shares his expert insight on what may be in store for the year ahead.

12/18/2023

Sending warm wishes to you and yours this holiday season!

12/12/2023

Building a cash reserve can help you feel more confident if the unexpected happens. Let’s connect on saving strategies and other ways to help meet your goals.

11/28/2023

What are you doing today to prepare for your goals for tomorrow? Let’s talk about what’s most important to you and how we can partner to prepare for your future goals.

11/23/2023

May the warmth of friends and family surround you today and all season long. I’m thankful for you!