Greenwich Citizen: Financial planning and estate planning are two distinctly different areas of life planning. They do, however, interact consistently and work hand in hand when planning for the preservation of wealth and the future wellbeing of your loved ones.
The essence of both estate planning and financial planning is to ensure that once you have passed away, your personal and financial goals have been met.
Dealing with the issues of death, illness and the future care of loved ones is often an issue that most people fail to make a priority on their list “things to do.” However, advanced planning is essential, and the advantages of having a good estate plan should be a top priority above all emotional issues.
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