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    Fundamentals of Estate Planning

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  • Photo of a financial advisor working with a mature couple in an office.

    Fundamentals of Estate Planning

    Estate Planning October 7, 2022

    Key Takeaways: Estate planning can be difficult to talk about—a 2021 Gallup poll showed that 64% of American adults working with a financial advisor have never discussed their estate plans with that advisor. A distribution of assets plan can help ease your anxiety and broach the difficult subject of legacy planning with a trusted financial...

    Read more about Fundamentals of Estate Planning
    Keywords:
    • legacy and estate planning
    • retirement income
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