financial advisor discussing estate planning with a client

Less-discussed aspects of estate planning: Longevity, a living legacy and your team

Typical estate planning discussions revolve around core elements such as trusts, beneficiary designations, tax planning and wills—and for good reason. These are all critical considerations. However, there are other estate planning pillars that typically gain less attention, but can be just as important in helping you achieve overall financial wellness and security. As we noted …

Less-discussed aspects of estate planning: Longevity, a living legacy and your team Read More »