Estate Planning

Whether through smart budgeting, tax-efficient giving or legacy planning, your philanthropic contributions can make a meaningful difference. Giving back is not just a gift to others but an investment in the future you want to help create.

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.

Recent events have accelerated discussion around estate planning and end-of-life preferences. But we don’t need to wait for a world event to review our estate plans – personal life events matter, too.

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.

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.

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.

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.