planning
August is National Make a Will Month! The sooner you begin, the more you can protect. If you’re in your 30s, 40s, or even early 50s, estate planning probably isn’t at the top of your to-do list. You’re focused on building your career, raising a family, and growing your wealth. But here’s the thing: starting
Brandon Angotti quoted on MSN.com “Anytime an asset sees that kind of growth, investor interest surges”, said Brandon Angotti, VP, Financial Planning & Trust Officer at the Wealth Group Union Savings Bank. “You just want to make sure you’re very careful, so that you’re not buying at the peak when everyone else is sort of
Family meetings ensure transparency, align wishes, and can prevent misunderstandings. “Estate planning is gloomy”. “Sharing wishes with my loved ones adds an extra burden for them”. “I don’t feel comfortable discussing finances with children/family”. If you have these thoughts whenever you think about preparing your estate plan, then it is time to change your perspective.