Personal Finance

Wednesday, October 12, 2016

A Family Conversation on Estate Planning

Estate planning can be difficult. For many of us, the first hurdle in developing a sound estate plan is coming to grips with our own mortality.

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Estate Planning for the Family of a Child with Special Needs

Parents of children with special needs are faced with unique considerations and choices when developing their estate plan.

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Trust Basics

Whether you're seeking to manage your own assets, control how your assets are distributed after your death, or plan for incapacity, trusts can help you accomplish your estate planning goals.

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What’s Age Got To Do with It?

What’s the “right” age to begin estate planning? Twenty-five? Fifty? Eighty? If you think about it, age isn’t really the most important consideration. Estate planning has more to do with life stages than with age. So, whether you’re 30 or 90, your individual wealth and the loved ones who depend on you are the factors that should drive your planning efforts.

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Translating Goals into Action

Creating an estate plan may seem like a difficult and complex undertaking. But if you approach the task in steps, you will find you can transform your financial goals into an action plan that will help protect your family’s financial future.

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