This is the time we should be focused on retirement and estate planning. Many of us begin having children in our thirties; we have to plan for their future as well. We don’t abandon the “you only live once” mentality for a more future-focused mindset; we just…balance it better. Here are 4 reasons why estate planning your 30s is important.
Topics covered in this report include:
- Small Investments Grow
- Medical Considerations
- Care for Our Children
- It’s Important to Have a Coordinated Estate Plan - July 29, 2021
- Revocable Trusts Are Not Always Treated the Same as an Individual - July 27, 2021
- Roth IRAs Can Be a Great Planning Strategy: Basics - July 22, 2021