Page 34
ESTATE PLANNING
Enhancing Financial Wellness Programs with Estate Planning
By Tim Weber
Employees need to know more about protecting their legacy
When employees hear the term “estate planning,” many tend to think of something that’s only for the wealthy. The term “estate” may conjure images of “trust fund kids” or sprawling mansions.
But, in reality, estate planning is a necessary financial planning tool to support all employees’ financial security — and provides peace of mind that their families will be taken care of if something happens to them.