“Both spouses need to know basic things about family finances, no matter who handles bills or long-term investing. That means looking over tax returns, knowing about the bank accounts, keeping tabs on everyone’s retirement balance and making joint decisions about big financial moves like buying a house.” I would also add estate planning, women especially. 2 out of 3 women are widowed at age 64 and it is vital to know how the plan works, who your advisors are, and where to locate important documents.


Has a myth about Estate Planning left you confused or kept you from starting?

The Estate Planning process captures your legacy by ensuring that your wishes are fulfilled while providing protection for your loved ones and assets.  However, many myths hinder the process and even prevent some people from getting started.  That is why we put together a helpful guide to address these myths and to provide you with insightful guidance.

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