Financial Planning

The big picture - planning for today, tomorrow, and beyond

Estate planning is about the big picture. It's about creating a comprehensive plan that encompasses all of your assets and manages them so you can achieve your financial goals. A good estate plan maps out what you want to have happen to you, your dependents, and all of your worldly possessions while you're alive and after you're gone.

Over the course of the next 45 years, it is estimated that $59 trillion will be transferred from one generation to the next.*

You may be thinking about how you can take care of your family and leave a legacy for your children or grandchildren. You may also have specific ideas for how you want your estate to be divided among your heirs, and how you want that money to be used.

Building your nest egg for a comfortable retirement and preserving your wealth to pass on to future generations are also high on many people's lists of estate goals.

Some common goals of estate planning may include:

* The Boston College's Center on Wealth and Philanthropy study, "A Golden Age of Philanthropy Still Beckons: National Wealth Transfer and Potential for Philanthropy Technical Report, 2014."