The Ultimate Estate Planning Guide
- November 22, 2021
An estate plan is a collection of documents that protects your assets, personal property and outlines how you want them to be passed down. The ultimate goal of creating an estate plan is to protect both you and your family. Establishing a plan early and updating it over your lifetime will help you feel more confident about your future and the legacy you will leave behind.
Many individuals put off creating an estate plan because they don’t know where to begin, and may feel overwhelmed by all the different components. This guide offers you a step by step process to ensure your legacy will be carried through according to your objectives.
Following this guide will help ensure that you and your family have a secure financial future, and that your estate will be handled in the way you want it to be. Involving family members in your planning now can create a seamless transition and avoid them needing to make important decisions during a difficult time.
JUSTIN GELBMAN, CFP®
Title:FINANCIAL ADVISOR, MANAGING DIRECTOR-INVESTMENTS
Justin is a Managing Director – Investments in The Princeton Sharpe Group of Oppenheimer & Co. Inc. He began his career in 2005, helping serve clients’ investment needs by utilizing the vast resources of a national boutique, while maintaining a local focus. He prides himself on truly understanding the group’s clients. He has a great deal of experience working with multi-generational client families, establishing college savings plans, devising retirement strategies to not outlive their income, and working to build estate plans.