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Planning Perspectives

A look at life and finance from every angle.

From personal to professional, from family to financial, there are many facets to your life. Yet, each is interconnected. Planning Perspectives is a source of ideas and information to help you make the most of them all, all together.

PLANNING WELL | INVESTING WELL | LIVING WELL | VIEW ALL

Five Steps to a Lasting Legacy

June 8, 2017

Take the time to protect your family legacy as best you can.

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Estate

Raising money-wise children

May 31, 2017

Parents often emphasize the importance of education to their children. The rewards are obvious. Yet, all too many forget to bolster that education with real-world financial information that can be passed along for genera¬tions to come.

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Education, Estate, Family

Five Tips for First-Time Grandparents

March 1, 2017

Sharpen these skills to excel in your new role.

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Estate, Family

Estate Planning: Mistakes to Avoid

February 15, 2017

Regardless of your age or current health, mapping out a clear plan for your estate will help avoid unnecessary turmoil for your loved ones.

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Estate, Family

How Much or How Little Will the Kids Inherit?

February 1, 2017

Talking to family members about estate planning and legacies can be difficult and potentially painful. These discussions, however, are an important way to share your choices with your children and prepare them for their financial futures. Here are a few suggestions on approaching this tricky topic.

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Estate, Life Events

Is Your Estate Plan Ready for the New Year?

January 3, 2017

These simple questions can help make sure your estate plan is ready for all of 2017.

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Estate, Family