Estate Planning 101

Estate Planning, though not the most thrilling topic, is crucial for financial management. Ensuring your financial accounts have Transfer on Death (ToD) and named beneficiaries is essential. This simple step allows assets to pass directly to chosen recipients, bypassing probate and reducing stress during difficult times. Learn how easy it is to set up and why it’s important to address with your loved ones.

Money Moves with Maggie” features Maggie Shipley, our next-gen advisor at Argent Bridge Advisors. This is a monthly series tailored for Maggie’s audience of millennial/Gen Z next-generation investors. Each video provides quick, actionable insights to help the viewer navigate and optimize finances. Please invite your friends and family to tune in for bite-sized financial tips and insights that seek to empower the next generation of investors when making strategic decisions about their money. Get to know Maggie and improve your financial literacy in just 1 minute each month! Are you ready to take action or make a move that leads to your financial success? We are always available to answer your questions about this topic, or any other topic regarding your wealth planning.

You can reach out to Maggie (maggieshipley@argentbridge.com) directly to discuss!

By: Maggie Shipley, Private Wealth Advisor