Estate Planning
Estate planning is the legal planning that helps you control who will inherit your money and property, and who can make medical and financial decisions on your behalf if you’re unable to do so yourself. Key documents include beneficiary designation forms, a will, health-care proxy, durable power of attorney, and sometimes, a trust.
ABLE Accounts and Special Needs Trust Planning Guide
Learn how ABLE Accounts work alongside a special needs trust to help preserve benefits while supporting disability-related expenses.
The Latest
Explore money strategies for blended families, including transparency, joint accounts, and regular check-ins to support shared financial goals.
Use financial planning to prepare for LGBTQ+ family-building costs, including fertility treatments, adoption, surrogacy and legal protections.
Money discussions around spring gatherings can feel stressful. Learn how to handle holiday expenses, aging parents, and adult children.
Financial planning for second marriages: practical steps to align goals, protect children, update estate documents, and build a plan you both trust.
Dreaming of a home in France or Portugal? Learn the essential steps, costs, and legal considerations for Americans buying property abroad.
Life insurance needs are dynamic, not static. The coverage that made sense at one point may no longer be appropriate as your goals and circumstances change.
Providing that you are appointed as executor, you should transfer ownership to your name or the beneficiary's name only for all property and financial relationships you have held jointly.
Learn strategies to navigate retirement transitions, sell a business, and leave a lasting legacy. Take control of your financial future today!
Hispanic Heritage Month is a time to celebrate our rich culture, but it’s also a great opportunity to reflect on the financial future of our families. As a Latina and a CERTIFIED FINANCIAL PLANNER® professional I often see that our financial needs and values differ from others.
To ensure a productive conversation, preparation is key. Whether you plan to initiate the conversation privately with family or with the support of a CERTIFIED FINANCIAL PLANNER® professional, approach these conversations with sensitivity, respect and a willingness to support.