Financial Resources for End-of-life Planning
When a loved one dies, settling finances can be a difficult process. Here’s what you need to do to ensure your retirement savings, investments, and other bank accounts are distributed how you wish.
Investment Accounts
Learn how to pre-plan how your financial investments are distributed when you die.
Banking and Assets
What happens to your bank accounts and credit cards when you pass? Here’s what you need to know.
Back to Planning Center
Related Posts
Essential Legal Documents for End-of-Life Planning (Without the Legal Jargon)
If you’re like most, talking about end-of-life planning might not be the most exciting topic, but it’s one of the most important things you can do for yourself and your loved ones. And it’s not just about having conversations—it’s about making sure your wishes are legally documented so they can actually be followed.
New Tax & Contribution limits for 2024
The New Year is upon us and many of us take this time to lay out our financial plan for the upcoming year. There are some important changes to tax rules and limits that you should be aware of that may affect your planning. We’ve outlined them here to help you create your best plan.
What’s Your Digital Legacy?
A digital legacy includes all the online accounts, digital assets, and internet profiles left behind when a person dies. Some people may only have an email address. Others maintain an extensive digital footprint over their lifetime. Recent studies indicate a single email address is associated with an average of 130 digital identities!
6 Key Attributes to look for in an Estate Planning Attorney
The estate planning process includes some of the most important decisions you’ll ever make. Such as; What will happen to your money when you die; Who will look after your kids if you die while they’re still minors; and What kind of legacy you’ll leave behind. These decision are too important to leave to chance! That’s where an estate planning law firm can help.