Monon Wealth Management | Carmel, IN

For most of us, family is everything. But we sometimes get so focused on taking care of our families right now—education, health care, saving for college and the like—that we pay less attention to making sure our assets are positioned to help the people we love after we’re gone. Even if you have done some estate planning, it’s very possible that, given changing tax laws, it’s out of date.

This Whistle Stop Report covers two main areas of estate planning that can help get you on track: Wills and Trusts. The report succinctly describes each and compares the two in a way that takes some of the mystery out of estate planning.

If you’d like to set up a meeting to review your estate plan to make sure that it’s up to date and in accordance with your wishes, please give us a call.

Click Here for our full report Wills and Trusts