Your needs and goals change over time. That's why it’s important to review your financial plan with your financial advisor on an ongoing basis.

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6. Estate planning

No matter your net worth, it's important to have a basic estate plan in place. Aunt Ruth’s flatware and Uncle Frank’s World War II diary may not seem like much now, but wait until you’re gone and everyone in the family decides that they want them. Now, imagine that same situation if you’ll be leaving a business, a bunch of investments and a vintage Rolls behind!

A basic estate plan includes wills, powers of attorney, living wills and sometimes, trusts. But estate planning isn't just about how you want your assets distributed after you die. It's also about deciding how much you want to give away while you're still alive. If you plan carefully - so you don't outlive your assets - your estate plan should prevent confusion, family disputes and significant tax problems down the road.

GoalQueste fee-only financial advisor


You probably already know what you want out of life you just need some organization to help you get there. At GoalQueste we start with honest questions and a reality check. The result? A road map that considers all Six Disciplines of financial planning.