Estate Planning Primer Part 3: Goals & Strategy

Estate Planning Primer Part 3: Goals & Strategy

If it’s time for you to retire or you’ve begun considering that life change, it’s very important that you develop a strategy that will meet your estate planning goals and outline how your legacy assets will be managed for your heirs. For financial planning purposes,...
Estate Planning Primer Part 1:  Have a plan

Estate Planning Primer Part 1: Have a plan

Whether you realize it or not, you need an estate plan. There is a perception that estate planning is for older folks with substantial assets and family members they want to leave their estate to. But, financial experts agree, that is just not the case. Estate...