Posts Tagged ‘legacy planning’
Including Loved Ones in Your Estate Planning
Not only does estate planning require a lot of strategizing, getting various legal documents in order, and other moving parts, but it also forces some potentially uncomfortable conversations with your family.
Read MoreEstate Planning in Six Steps
Tackle this Essential Process with an Easy-to-Follow Guide Although it can be an emotionally taxing scenario to consider, none of us will live forever. When you’ve undertaken a lifetime of…
Read MoreThe Benefits of Gifting Your Grandchildren Trusts
Gifting trusts to your grandchildren can be a great way to provide them with financial security and secure benefits while helping yourself at the same time, and this article explores the numerous advantages of utilizing trusts.
Read MoreHow Aging Can Impact Your Financial Plan
The retirement planning process requires preparing for the unexpected. What happens if your carefully laid plan is beset by an unforeseen medical issue? Chronic illnesses such as Alzheimer’s disease or Parkinson’s – or any other illness that inevitably leads to a substantially diminished physical or mental capacity – can quickly overwhelm even the most carefully constructed retirement plan. Having contingency conversations with your planner often and early will help establish the trust needed to facilitate open and honest communication in the event of such an unanticipated event.
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