Estate Planning: A Gift to Your Loved Ones
An estate plan is a gift to your loved ones. In this blog, Stacie outlines the key documents everyone should have in place—and why they matter.
An estate plan is a gift to your loved ones. In this blog, Stacie outlines the key documents everyone should have in place—and why they matter.
This week, Jason Brown is joined by Senior Lead Advisor, Stacie Neussendorfer. Hear Stacie share what she likes most about her job and how her perspective has changed over the years. Stacie also reveals what she feels clients value the most about working with Foster Group, good and bad money decisions, and what she's hopeful for in the future.
Healthcare expenses, long-term care, family dynamics — caring for an aging parent is complex. Making the right financial decisions now may make life easier for everyone.
In the end, your legacy is the lasting influence of the gifts you give, both during your lifetime and when you are gone. What do you want yours to be?
If the prospect of sending your child on their entry into adulthood isn’t hard enough, there is all the paperwork to decipher… the ACT/SAT, college applications, scholarship applications, and of course, the dreaded FAFSA!
However, sometimes what you think you want and where life takes you do not align. At first blush, it may seem like my story has a sad ending, but nothing could be further from the truth.