facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search

Tuesday Tip: 10/31/2017

%POST_TITLE% Thumbnail

Happy Halloween! Each year we take this day to enjoy and embrace the scary, the unknown, and the ghoulish for one night. However, any other night of the year, we usually do our best to try and avoid these things, especially when it comes to our finances. In my years of practice, I've never encountered a client who enjoyed a scary financial situation.

Over the past month, we've covered some important estate planning information and provided tips to help promote awareness of how critical it is to have the right estate plan in place. As the month comes to a close this Halloween, we'd like to provide an easy opportunity to review all of it to help you avoid a scary financial situation during some of the most difficult and emotionally challenging times life can throw at you.

4 Important Legal Documents You Need to Have

The Important Things a Will Can Do

Trusts are for Everyone

How Wills and Trusts Work Together

We'd love to hear from you and provide more information, answer your questions, and discuss how estate planning should fit into your financial plan.

Schedule an Introduction

And don’t forget to follow us on Facebook, Twitter, and LinkedIn for important updates and tips on financial planning for teachers and families with special needs!

Mychal  Eagleson, CFP®, AAMS® is the President of An Exceptional Life Financial, a firm that specializes in financial planning for teachers and families with special needs. He frequently writes and speaks on personal finance topics relating to these clients. Mychal also serves on the board of the Financial Planning Association of Greater Indiana as the Director of Public Relations & Social Media. To read more of his articles or learn about An Exceptional Life Financial please visit: www.anexceptionallifefinancial.com.