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Are You Comfortable With Your Finances?

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To protect yourselves and your family, it's essential that you and your spouse are comfortable with your family's finances and estate plans. Being disorganized financially could cause you a lot of unnecessary stress.

Take this quiz with your spouse to see how much each of you knows.

  1. What and where are your major assets? These could include savings, checking and retirement accounts; investments; life insurance; business or trust assets; and real estate or other property like boats or vehicles.
  2. What is your financial plan? Do you have a strategy for saving for upcoming events, unexpected circumstances and charitable giving?
  3. What is your estate plan? Do you know what will happen when you or your spouse passes away? Do you know where to find documents pertaining to your estate plans and how you will cover expenses? Who are your beneficiaries, and how will you leave a legacy?
Finding Answers
If either of you found yourselves drawing a blank on any of these questions, learn more about your finances by filling each other in. When you share your knowledge with each other, you can look to the future with confidence. Also, if you would like to know more about the many tax-wise ways you can support Excelsior College through your estate, please contact Marcy Stryker today at 518-608-8287 or mstryker@excelsior.edu, at no obligation.

eBrochures
 Get organized with our free eBrochure, Estate Planning Starters: The Information You'll Need and How to Gather It.



Copyright © The Stelter Company, All rights reserved.

The information on this website is not intended as legal or tax advice. For legal or tax advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes apply to federal taxes only. State income/estate taxes or state law may impact your results.

Contact Us

We are available to answer any questions you may have, without obligation and in confidence.

Cathy Kushner
Vice President for Institutional
Advancement

518-464-8543

Email: ckushner@excelsior.edu


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