Estate Planning Considerations
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:
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:
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.