Escient Financial

Blog tagged as Beneficiaries

When and How to Update Your Retirement Plan
Setting up a retirement strategy is one thing, but when and how do you adjust it?
Avoid These Common Estate Planning Mistakes
For Estate Planning Month, here are some common mistakes to avoid with your estate plan.
What Is a Living Trust?
A living trust may be a powerful tool in your estate plan. Learn more about what living trusts are and if they make sense for you.
Estate Planning in 2022: Do You Have These Documents Prepared?
Estate planning isn’t a fun topic to think about, but it’s important to have everything in order. Learn about some of the most important documents to include in your estate plan.
A Guide to Dividing Your Estate Unequally
Wondering how to unequally divide your assets without dividing your family? If you’re thinking about leaving more for one child than the other, it’s important to know your options.
Have You Thought About Your Estate Plan Recently? Here are 4 Areas to Review Right Away
Estate planning is an important part of protecting yourself and your loved ones in the event you are unable to make important decisions for yourself. Make sure to review these 4 areas of your plan.
A Guide to Trusts for Estate Planning
If you’re a part of the majority of Americans who have put off facing the future of their finances after death, it might be time to start weighing your options.
Debt After Death: Protecting Your Estate and Heirs
When it comes to our inevitable death, chances are we’re all going to have at least a little bit of debt. Creditors are entitled to payment of these debts, regardless of someone passing or not.
How to Avoid Common Estate Planning Mistakes
Your legacy is important for both you and your family, so don't wait until the last minute to strategize. Here are 6 ways to avoid common estate planning mistakes.
9 Questions to Ask Yourself During the Estate Planning Process
You want to check off all the boxes when it comes to making an estate planning strategy. But it can be hard to see what you may still be missing. As you work with your financial professional, start by reviewing these 9 questions.

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