What We Learned – Solidifying Your Financial Estate: Planning Your Financial Future

Planning for your financial future can be tricky. When prepared correctly, your estate has the ability to keep you and your loved ones financially stable over time. Making sure that estate plans are reviewed constantly is an easy way to make sure your financial planning stays up-to-date. In fact, most people acknowledged during our October 21st  TweetChat: Solidifying Your Financial Estate, co-hosted with Bankrate.com, that a yearly check-in with your estate plan is ideal and will end up saving you trouble down the road.

Keeping tabs on your financial estate is only half the battle for safeguarding your legacy. As careful and precise as we may be, there are other aspects of financial planning that are often overlooked. In a recent blog post we compiled a list of “5 Estate-Planning Mistakes to Avoid.” Within this list is the increasing importance of including digital assets. Storing passwords, as well as information regarding social-profile protocols has become an integral part of estate planning. These digital assets have become extensions of us that continue to live on even after we pass.

Above are just a few of the topics covered in our #AllyBRChat. If you missed the chat, check out some more highlights below.

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