As you approach retirement, having a clear view of your financial picture is of the utmost importance. But many high earners unknowingly create roadblocks for themselves by keeping retirement savings scattered across multiple accounts.
Like it or not, we’re all involved in running the “family business.” We worry that our parents might outlive their retirement savings, we are worried about our kids going to college, and what our own role in both might be.
Why is making an estate strategy an act of love for your family? Creating an estate strategy is about preparing for the expected—what will happen when you pass—but it’s also about the unexpected.
While many find it anxiety-provoking to think about, creating a legally binding plan to distribute your assets after your death ultimately provides you with peace of mind.
As you approach retirement, having a clear view of your financial picture is of the utmost importance. But many high earners unknowingly create roadblocks for themselves by keeping retirement savings scattered across multiple accounts.
Like it or not, we’re all involved in running the “family business.” We worry that our parents might outlive their retirement savings, we are worried about our kids going to college, and what our own role in both might be.
Why is making an estate strategy an act of love for your family? Creating an estate strategy is about preparing for the expected—what will happen when you pass—but it’s also about the unexpected.
While many find it anxiety-provoking to think about, creating a legally binding plan to distribute your assets after your death ultimately provides you with peace of mind.
