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What is estate planning? A strategy to safeguard your family and your finances, and ensure your plans for them get carried out as you wish

Estate planning directs how your assets get distributed if you die or are incapacitated. An estate plan checklist includes a will, powers of attorney, and account beneficiary designations. Using an estate planning lawyer ensures your plan meets all legal requirements and stays updated. Visit Business Insider’s Investing Reference library for […]
What is estate planning? A strategy to safeguard your family and your finances, and ensure your plans for them get carried out as you wish
Markets

5 strategies for estate planning to get you started protecting your family and funds

An estate plan is important for everyone, regardless of income, to ensure your assets are distributed smoothly, fairly, and tax-efficiently to heirs. Two immediate estate-planning strategies to do include naming beneficiaries for retirement accounts and powers-of-attorney if you’re incapacitated and unable to make decisions. Other estate-planning strategies include establishing trusts […]
5 strategies for estate planning to get you started protecting your family and funds
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5 Common Estate Planning Mistakes To Avoid

This is the sixth post in the 8-part “Taking Stock Of Your Financial Advisor” series, focused on the dynamic relationship between high-net-worth investors and their advisors. “Taking Stock Of Your Financial Advisor” is sponsored by OppenheimerFunds. See more posts in the series ». Estate planning certainly isn’t one of the […]
5 Common Estate Planning Mistakes To Avoid
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