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Robert A. Imparato, Jr CFP®
CERTIFIED FINANCIAL PLANNER™ professional
Craig A. Hyldahl CFP®
CERTIFIED FINANCIAL PLANNER™ professional
R.I.C.H. Planning Group, LLC
105 Fieldcrest Avenue, Suite #507
Edison, NJ 08837
Robert: 732-326-5240
Craig: 732-326-5240
Fax: 732-326-5331
Robert: robert@richplanninggroup.com
Craig: craig@richplanninggroup.com
Website: www.richplanninggroup.com
If you think of estate planning as something that is necessary for only the very wealthy, it might surprise you to learn differently. From keeping an updated will to having healthcare and legal powers of attorney, estate planning is so much more. And with so much paperwork involved to ensure your loved ones inherit what you intend, it’s easy to miss a crack or two that can create an estate planning nightmare.
Whether you’re creating your first estate plan or updating an existing one –with the help of an estate planning attorney – there are some missteps you can avoid when you know what to look for. Here are a few tips:
There are two ways you might distribute the assets that can’t be split, and both begin with conversations with heirs to learn what is meaningful to whom. Once determined, you might distribute these assets while alive. Or you can add specific language to your will to ensure everyone gets their assets intact.
Talk to an attorney to learn more and to a financial professional to learn how life insurance can work in estate planning situations.
GE-2572772 (06/19)(exp.06/21)
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GE-4833845.1 (7/22)(Exp. 7/24)
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