To begin planning your estate is to think through the intricacies of your life, to think about your values and your family. But there is nitty-gritty you might be overlooking: the financial, the legal, and the shared understandings. Make time to consider what you might be overlooking before planning in earnest.
401(k) plans remain the primary source for building retirement assets for millions of workers. Here are some ways to make the most of your 401(k):
The largest obstacle to effective estate planning is procrastination. Sitting down to prepare a Last Will and Testament is not at the top of anyone’s “this is a fun thing to do” list. Yet death, like taxes is a certainty.
As a celebration of this joyous Easter season, and the blessings God has given me in my lifetime, I would like to share some of my favorite words of financial wisdom from the Bible:
For the purpose of planning your estate, a will is the basic tool for putting your plan in place. However there are other ways to accomplish this task, such as revocable or irrevocable trusts.
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