There is a deeply personal reason behind Bryan Oglesby’s particular focus on financial planning after a cancer diagnosis. His wife, LeAnne, battled stage 4 colon cancer for almost three years and got her angel wings in May 2018.
He knows how emotionally hard it is when a loved one receives a diagnosis of cancer. He can certainly empathize with you and provide emotional support, but he can also help you address the many financial decisions you encounter.
He applies his deep experience and knowledge to assisting families with financial planning and getting their affairs in order after hearing such unthinkable news.
He can collaborate with your estate planning attorney to make sure you have all the documents in place just in case. It is important to have an up-to-date will outlining how you want your financial affairs managed and assets distributed after you pass away. It can ensure your wishes are honored and save your family time and money as well as additional heartache.
If you have retirement accounts, property and other investments, you may want to establish a revocable trust. It’s a more involved document than a will. You can change the terms of it while you’re alive, but upon your passing it becomes irrevocable and can’t be changed.
You should have a document appointing the person of your choosing as a personal representative, someone capable of settling your estate. It can be your spouse, adult child, best friend, sibling or your attorney.
You should also appoint someone as your healthcare proxy and someone to make financial decisions on your behalf if you become unable to do so to help you budget for your treatment and reduce any non-essential expenses.
Above all, Bryan encourages everyone to get cancer screenings, because early detection is the number one key to survival.