How Long has it Been Since You Updated Your Estate Plan?
Don’t miss your opportunity to support the people and causes you love. Our in-house team includes a roster of attorneys and financial professionals who specialize in the intricacies of estate planning for higher-education professionals. Our goal is to help you gain peace of mind knowing you have an effective estate plan in place to create your legacy.
Estate planning can feel overwhelming. Few people wake up on a Monday and say,“I want to do an estate plan this week!” Our guidebook is designed to help simplify the estate planning process by outlining an efficient four-step plan you can use to pursue your legacy goals. It also helps reveal key points to consider along the way.
You may be diligent about saving for retirement, but do you have a plan for your remaining assets when you die? Estate planning is a critical part of the financial planning process. In this video, we’ll show you how to help avoid four mistakes that can negatively impact university employees and their heirs.
Navigating significant life transitions is among the most difficult scenarios people face. From a financial planning perspective, these life events can have an impact on retirement income planning, taxes, investments, and estate planning.
A complex financial life leaves more room to miss key things, may needlessly enhance tax liability, and potentially leaves fewer assets behind for heirs. For those edging closer to retirement, the biggest questions are: How do I begin to simplify my financial life? What does simplification even look like?