Summary: Regardless of your financial situation, considering an estate plan is essential to your family and their financial goals. Estate planning allows you to plan ahead for how your financial resources and assets will be managed by your beneficiaries, and understanding the basics of estate planning can help your beneficiaries and fulfill your wishes as well as save them from the trouble, inconvenience and stress of dealing with legal issues during their time of grieving. Join Chris Buck, CFP, LifePlan Financial Group as he discusses the importance and goals of estate planning, plus what it includes, how to know if setting up an estate plan is right for you, and the steps for setting up an estate plan, including creating a will, a trust, power of attorney, and gifting. LifePlan Financial Group is separate from and not affiliated with TD Ameritrade, which is not responsible for LifePlan Financial Group’s commentary or content.
