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Estate Planning Considerations

January 13, 2021
 

The start of the year is a great time to assess the past and focus on important decisions about the future. This should include formulating an estate plan or re-evaluating an existing plan. In this video, Eva Victor, Director of Wealth Planning, and Brian Hungarter, Wealth Advisor, discuss the importance of estate planning and how a well-designed plan can help you achieve your goals while also providing peace of mind. Watch now for important insight:



Learn more

Dive into more detail about the importance of estate planning, key things to consider and why you need to pay especially close attention to your beneficiary designations in these articles by Eva:

 

Estate Plan Review Checklist

Ensure Your Beneficiary Designations are Integrated with your Estate Plan

 

If you’re looking for guidance or assistance with your financial plan, the advisors at Girard are here to help. Contact us to have a conversation about your plan.

 
This presentation is for general information purposes only and is not intended to provide legal, tax, accounting or financial advice. The information in this presentation, and any opinions expressed therein, do not constitute a recommendation or an offer to buy or sell any security, financial instrument or financial service. Viewers should consult with their financial, tax and/or legal professionals before making any financial decisions.