🧠Pathwise April Webinar Series:
Estate Planning From Every Angle – Legal & Financial
Overview:
Estate planning is one of the most important steps you can take to protect your family, organize your finances, and prepare for life’s transitions. That’s why Pathwise is offering a two-part webinar series this month—giving you a full-picture approach to estate planning.
We’ve teamed up with both legal and financial experts to help you understand how estate planning fits into your life now—and how to get started with confidence.
Clean Up Your Financial Life: Why Estate Planning is a Key Step Toward Financial Wellness
Have you ever thought of estate planning as something only wealthy people need? You’re not alone. But the truth is, estate planning is for anyone who wants to simplify their financial life, reduce stress, and ensure their loved ones are cared for. At Pathwise, we believe estate planning isn’t just about the end of life—it’s about living with intention. In this month’s wellness focus, we’ll explore how organizing your estate can bring clarity, confidence, and control to your financial world.
The Hidden Power of Estate Planning
Most people avoid estate planning because it feels overwhelming, morbid, or distant. But cleaning up your financial life through estate planning actually brings peace of mind—and it’s one of the most empowering steps you can take. It helps answer questions like:
• Who will make decisions for me if I can’t?
• Where will my assets go if something happens?
• How do I protect my family, especially my children?
These aren’t just legal questions—they’re deeply personal ones that affect your well-being.
What “Cleaning Up” Your Financial World Really Means
Estate planning is the ultimate form of tidying up your finances. A few key action items include:
• Create or update your will. It outlines how you want your assets distributed.
• Establish power of attorney and healthcare directives. This ensures your wishes are followed if you’re unable to make decisions.
• Review your beneficiaries. Retirement accounts, insurance policies, and investment accounts should all reflect your current intentions.
• Consolidate important documents. Keep titles, legal docs, and account logins organized and accessible.
• Trust planning. In certain cases, setting up a trust can add a layer of protection and clarity.
How Estate Planning Fits Into the Pathwise Life Stages
Our platform is designed to support you through every life stage—from Guardian Plus (supporting family) to Retirement Plus (transitioning into retirement). Estate planning is relevant throughout:
• Young Families: Set guardianship, plan for children’s future.
• Mid-Life Professionals: Protect wealth, reduce tax liabilities.
• Retirees: Streamline assets, define legacy, avoid probate delays.
Get Support From Professionals
Managing multiple accounts can become overwhelming. Simplifying your finances by consolidating accounts can make it easier to track your money and reduce unnecessary fees.
Estate planning is best done with professional guidance. Our team connects you with estate attorneys, financial advisors, and tax professionals who work together to align your plan with your goals.
If you’re ready to bring order to your financial world, start with your estate plan. It’s not about preparing for the worst—it’s about living with more freedom today. Let Pathwise guide you every step of the way.
Investment advice offered through Integrated Partners, doing business as Pathwise Financial Group, a registered investment advisor.