Insights, Advice, and Conversations to Shape Your Financial Future
DISCUSS WITH RUSS
“Discuss With Russ” is your go-to resource for navigating the complex world of personal finance. Whether you’re looking to manage risk, seize new opportunities, or avoid common financial pitfalls, our blog offers insights to help you succeed at every stage of your financial journey.
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Checklist for Estate Planning: Review Estate Planning Documents
Because your estate is continuously changing and the circumstances that affect your estate can shift over time, it is important to keep a close watch on your estate plan and make adjustments as needed. This checklist can help you cover all the bases.
Is Vulnerability Planning Factored Into Your Estate Plan?
Your estate planning should cover more than just what happens to your assets when you die. It also needs to account for how your assets are managed should you become incapacitated and unable to manage them yourself.