Financial Planning

Learn essential financial planning concepts and discover how they connect to effective estate management. Explore strategies for long-term security.

How does financial planning relate to estate planning?

Financial planning and estate planning work together to help you understand your complete financial picture. Financial planning involves evaluating your assets, income, and investments for long-term security, while estate planning focuses on how those assets will be distributed. When you understand both areas, you can make more informed decisions about protecting your wealth and providing for your beneficiaries.

Protecting Beneficiaries From Themselves
Estate ManagementFinancial Planning

Protecting Beneficiaries From Themselves

Estate planning is more than asset distribution—it’s about protecting beneficiaries from poor financial decisions and those who might take advantage of them.
SimplyTrustSimplyTrust EditorialFebruary 20, 2025
Education Trust vs. 529 Plan: Key Differences
Financial Planning

Education Trust vs. 529 Plan: Key Differences

Education trusts offer flexibility and control for educational expenses, while 529 plans provide tax advantages and simplicity for traditional college costs.
SimplyTrustSimplyTrust EditorialFebruary 18, 2025
Estate Planning in Retirement
Financial PlanningLife Stages

Estate Planning in Retirement

Estate planning ensures your assets are managed and distributed according to your wishes. Learn about wills, trusts, and more.
SimplyTrustSimplyTrust EditorialJanuary 20, 2025