Matthew Henley - How do I protect my family (and myself)?

How do I protect my family (and myself)?

Balancing retirement with your legacy

With a little planning, you can have the retirement you want and leave a meaningful legacy, too.

Here are some estate planning considerations that can impact your retirement and what you can do to balance your priorities.

Have an Honest Talk with Your Family
Balance Your Desire to Help the Kids with Your Income Needs
Decide the Best Time to Give Away Assets
Be Tax-Smart if You Donate to Charity
Put Together an Estate Plan, if You Don’t Already Have One
Protect Yourself with Living Benefits Insurance
Make Your Final Arrangements

Estate Planning

Estate planning isn't a topic anyone really wants to talk about. But the truth is, it's just as important as retirement planning.

Proper estate planning requires careful consideration of many factors: reducing taxes, providing for loved ones, passing on assets in an orderly fashion, creating a charitable legacy and more.

Better understand your choices and make informed decisions with our complimentary estate planning guide.

It will help you understand important topics such as:

Having valid and current Wills for all adults in the family
Evaluating insurance coverage
Understanding ownership structures (i.e. the use of Joint Tenancy agreements)
Realizing advanced estate-planning opportunities (i.e. the use of Living Trusts)
Planning charitable gifts