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Plan for future estate, not just for retirement needs

Many Minnesota residents approaching retirement have taken great strides in developing a retirement plan. Often, however, they have not taken care to plan their estate to avoid many estate mistakes. According to USA Today, their failure to establish an estate plan could hurt them and their families in the end.

3 goals you should set for planning your estate

When you are thinking about the future, it can be easy to put off estate planning and dismiss it as something to deal with later. This is the mistake many people make and consequently end up leaving their family to navigate the complexities of probate and property division without any guidance. Planning your estate is not just for your own benefit — it is the best way to provide security for your family.

3 things to remember when you add grandkids to your will

The only joy greater than becoming a parent might be the excitement of becoming a grandparent. When this monumental event occurs, you naturally want to shower your grandson or granddaughter with love and affection, but more importantly, you want to provide her or him with the security and financial stability needed later in life. Adding your grandchildren to your will is one of the most effective ways to provide for them.

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Jeffrey P. Scott & Associates

Jeffrey P. Scott & Associates LLC
2356 University Avenue West, Suite 400 | St. Paul, MN 55114
Phone: 651-968-1457 Toll free: 866-442-3092
Fax: 651-647-9544
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