There are so many factors beyond the basics of estate planning that you need to consider: powers of attorney, trusts, gifting/titling – the list of details seems endless. Making plans for after death can feel morbid and, honestly, downright sad. But when the time comes, the better prepared you are, the easier it is for your loved ones after you pass.
Dianne Nolin, CFP®, CDFA® Managing Partner & Private Wealth Advisor of Argent Bridge Advisors, and Jennifer Schiffer, Estate Planning Attorney of Bean, Kinney & Korman, recently discussed the nitty-gritty details of estate planning. During “Estate Planning: Getting Down to the Nitty Gritty” we discussed long-term strategies to support your family, plan for the future, preserve your legacy, and support the causes you care about.
Watch the replay now!
CFP®, CDFA® Managing Partner & Private Wealth Advisor
Argent Bridge Advisors
Estate Planning Attorney
Bean, Kinney & Korman