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.
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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.
When is the right time to start estate planning? The short answer is now! Many people don’t begin to think about estate planning until retirement age. If you are a millennial, you might feel like you’re too young, but that’s not the case. Whether you’re just starting out or an established professional, single or have a family, focused on paying off debt or building assets, having an estate plan & documents in place is important to ensure your wishes are carried out if something were to happen.
Estate planning can feel overwhelming, especially if we’re planning how to care for those beyond our immediate family. We have the family that we are born into, but many of us also have chosen family. We may have causes that are near to our heart, as well. Take the time to financially plan for who and what matters most to you by considering these five helpful tips.
An estate plan is the legal documentation that helps you control who will inherit your money and property as well as who can make medical and financial decisions on your behalf. Here are five tips to help you begin developing an estate plan.