Top Tips for Protecting Your Assets

The American College of Financial Services
HerMoney
February 26, 2020

While no one likes to think about the end of their lives, especially when it relates to finances, planning for what will happen to your estate and other assets after you’re gone is a critical component of sound financial planning.

Steve Parrish, co-director of our Retirement Income Center, says essential documents, including a living will and health care proxies can mean the difference between an orderly transfer of assets and a big financial headache for your loved ones.

Read more of Parrish’s thoughts, along with other suggestions for protecting what’s yours, in HerMoney.