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.

Back to Planning Center

Related Posts

digital legacy
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!

Estate Planning Attorney
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.

Pre-Retiree
The 5 most stressful financial concerns for pre-retirees

If you’re thinking about retiring, you may be facing fears of being able to survive on a limited, fixed income, in a world where everything is gradually becoming more expensive.

Resolution or Goal?

Many of us set "goals" or made "resolutions" at the start of the new year.   We're 2 weeks in - how are they going? Most people will make pretty good progress until other things, and life, get in the way. This usually happens around February 1st. However, implementing the following steps will help you stay on track and achieve your goals and resolutions!