LIVE WEBINAR: Getting Started with Estate Planning
The biggest misconception people have about estate planning is that “they are not that old and can do it later,” say almost half (49%) of advisors in a recent Key Private Bank Advisor Poll on estate planning. Yet, the majority (73%) of advisors say the ideal age to start putting an estate plan in place is before 40—earlier than many people think.
Looking for an extra incentive to spend some quality time with your grandchildren? Try telling their parents that it could extend your life.
Learn about estate planning and how trusts can help protect your children, their inheritance, and how you can get started
No matter what line of work you are in, estate planning has facets that apply to everyone, and it comes down to documenting wishes and avoiding probate and unnecessary taxes. Too many people put it off, but, in general, the sooner you do it, the better.
Most states do not prohibit a parent or legal guardian from serving as special needs trustees of a special needs trust for their child. However,