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Senior couple meeting with a wealth manager

Estate Planning 101

It’s never too early to start thinking about estate and financial planning. If you’re not sure where to start, we’re here to help.
older couple sitting with financial advisor

Estate Planning Guide and Checklist: 10 Tips to Get Started

According to the American Association of Retired Persons (AARP), nearly 60% of all Americans are without a will or other essential legal documents.  Many people think estate planning is reserved for the rich, but it’s in your best interest to plan for who you want to receive your stuff after you pass away.  Without your own legal documents, most states will make that decision for you through their intestate laws.  One of the easiest ways to make sure that all of your money goes where you want it to, is through current beneficiary designations on any account that allows this choice.  Then a will can cover anything that you own that doesn’t have a beneficiary option.

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