Estate Planning
Planning & BudgetingThe process of arranging for the management and distribution of your assets after death, including wills, trusts, and beneficiary designations.
Example
Example: For someone earning $60,000/year trying to build a solid financial plan, understanding estate planning is a key piece of the puzzle. Applied to a monthly budget, this concept could help you save an extra $200-$500/month. Build your plan with our 50/30/20 budget calculator.