Estate planning is a continual process of designating how your assets will be distributed and selecting key individuals for important roles. Here are steps to get through the initial process and to ensure your estate plan is up-to-date.
Establishing a successful estate plan involves overcoming emotional roadblocks with practical steps to manage difficult conversations and ensure your wishes are honored and your loved ones are protected.
No matter how much or how little wealth you plan on passing down to your children or grandchildren, you should make it a priority to pass on your financial values to the next generation.
August is National "Make a Will" Month! This is a great annual reminder to review your will or create a will if you don’t have one already. Read more about the benefits of having a will and how to create one here.
Estate planning isn’t a fun topic to think about, but it’s important to have everything in order. Learn about some of the most important documents to include in your estate plan.
Retiring early to become a full-time caregiver is a huge life milestone and requires careful planning. If you’re exiting the workforce, there are a few things to consider to make sure you and your family are supported.