Planning Perspectives
A look at life and finance from every angle.
From personal to professional, from family to financial, there are many facets to your life. Yet, each is interconnected. Planning Perspectives is a source of ideas and information to help you make the most of them all, all together.
Should You Consider a Pet Trust?
The name may evoke stories of heirs and heiresses setting aside enormous sums for their pets, but these trusts aren’t just for millionaires.
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Five Steps to a Lasting Legacy
Take the time to protect your family legacy as best you can.
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Raising money-wise children
Parents often emphasize the importance of education to their children. The rewards are obvious. Yet, all too many forget to bolster that education with real-world financial information that can be passed along for genera¬tions to come.
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Estate Planning: Mistakes to Avoid
Regardless of your age or current health, mapping out a clear plan for your estate will help avoid unnecessary turmoil for your loved ones.
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How Much or How Little Will the Kids Inherit?
Talking to family members about estate planning and legacies can be difficult and potentially painful. These discussions, however, are an important way to share your choices with your children and prepare them for their financial futures. Here are a few suggestions on approaching this tricky topic.
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