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Financial Planning and Market Update 06/26/20

Dear Clients and Friends,

As we enter the height of summer, the virus is continuing to wreak havoc with our economy, our sense or order and security, and for some our faith in the future. Covid-19 is certainly illuminating the fragility of life. Even those of us who procrastinate the most have been moved by our intensified sense of our own mortality to make sure our legal documents are all buttoned up – wills, trusts, durable power of attorney, health care proxy and advanced health care directive. If you haven’t done so, if not now, when?!

But this is only the technical part of estate planning – there is an often-overlooked, profoundly personal side of it that addresses questions such as:

  • What do I want to be remembered for?
  • Have I made an effort to share my values and beliefs, my legacy, with those important to me?
  • Have I told people important to me how much they mean to me, how much I love them?
  • Have I left advice behind, for example, for living safely, with integrity, with charity?
  • Are there organizations and causes I would like to leave a message and a legacy gift to?

Answers to these and many other things can be memorialized in a document (or video or voice recording) known as an Ethical Will (or a Legacy Letter). They are meant to help us “live on” in important ways with the people, organizations, and communities that have given meaning to our lives. (Of special interest to me are the Jewish ethical wills from the Middle Ages that provide some guidance and inspiration.) Here’s a link to a poignant introduction to the subject:

Article “Ethical Will Legacy Letter Why You Want One by Carrie Friedman

Stay well, stay cool and stay in touch!

Allen Davis for the DFG Team

Allen J. Davis, CFP® ChFC
Financial Planner and Advisor
Davis Financial Group, LLC
10 Bay Road, Hadley, MA 01035
(413) 584-3098 x211 office
(413) 570-8311 direct line
(413) 584-0160 fax

Allen Davis and Lou Davis, The Davis Financial Group, Hadley, MA 01035

Due to the escalating COVID-19 situation, we have suspended in-person meetings and visits to our office to protect our clients, employees and the greater community, and to do all we can to flatten the curve. That said, we remain fully staffed and capable to conduct all business remotely via phone, email, web conferencing and paperless technology and serve existing and prospective clients alike. So please don’t hesitate to call or email us if there’s anything we can do to help you.

We wish you good health and look forward to hearing from you soon.

Our Contact Information:

Allen Davis
Direct Line (413) 570-8311 email ajdavis@davisfinancialgrp.com
Lou Davis
Direct Line (413) 570-8316 email ldavis@davisfinancialgrp.com
Joanna Ballantine
Direct Line (413) 570-8313 email jballantine@davisfinancialgrp.com
Carol Valade
Direct Line (413) 570-8310 email cvalade@davisfinancialgrp.com
Ellen Carey
Direct Line (413) 570-8315 email ecarey@davisfinancialgrp.com

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