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Financial literacy & estate planning – important together!

April 21, 2014 — This week on For Your Benefit, join Certified Financial Planner Karen Schaeffer, attorney Megan Schaeffer and our host, Bob Leins, as they take on another important topic in our series for Financial Literacy Month.

A cornerstone of financial literacy is a sound, well-considered financial plan, and an important part of that is a solid, well-considered estate plan. While many link estate planning to an older group, it is never too soon to get started to understand and implement estate planning.

Join us for a discussion on estate planning documents and strategies that everyone, regardless of age, needs to consider. Learn what adult children need to know about their parents’ arrangements and when young adults need to have documents of their own.

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