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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.
A Guide to the Estate Planning Documents You Need
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.
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Estate Planning: Thinking Beyond Your Immediate Family to Your Chosen Family, Interests & Pets
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.
Five Tips for Developing an Estate Plan During National Estate Planning Awareness Week
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.
Guide to Financial Literacy for the Newly Widowed
A CFP professional can help a recent widow with financial literacy. Life transitions are difficult and for a recent widow it is extremely important to have help when reviewing an estate plan to help determine next steps.
Four Reasons for Women to Have an Estate Plan
One of the financial planning areas that women often forget, but need to particularly pay attention to, is estate planning. An Estate plan 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 can’t.
7 Steps to Make Charitable Giving Part of Your Estate Plan
If you're interested in including charitable giving in your estate plan, talk with your CFP® professional. They can help create a charitable giving strategy and connect you with specific, legitimate charities that align with your values and interests.
Mother’s Day: How to Help Your Mother Manage Her Finances
Has your mother been significantly involved in the big financial decisions with your Dad, or does he handle them on his own? Does she meet with financial advisers or brokers? Does she know where all the money is kept?
Surviving Spouse Finances Take Larger Role with Your Money
Guidance on how to take an active role in your finances together.
How to Set Up a Trust: The Who, Why, When and How
Trusts aren't just for the wealthy. Work with a CFP® professional to determine if a trust fits your estate plan.
Establishing a Positive Financial Legacy: The Importance of Estate Planning
Estate planning isn't just for the wealthy. Having an estate plan ensures our loved ones will benefit both economically and psychologically when we pass.
Insurance and Your Financial Plan
Insurance provides payment due to loss of life, income, assets or future earning potential.