Thank you to Brian Bernatchez, managing director and chief investment officer at Golden Pond Wealth Management and Maine Community Foundation board member, for sharing this estate planning guidance for adults in their 40s and 50s. Estate planning is especially important for members of this generation who may be making their own financial plans while assisting family members.
For people in their 40s and 50s, caring for their children as well as their parents, mapping out a financial future can be especially necessary. And challenging. https://ow.ly/HhhY50SEr5G