Uncertain Times Call for Creative Estate Planning Strategies

Flexibility in the estate planning process is key so you can adjust your plans to address changes in your goals or accommodate legislative shifts.

An older woman looks stressed as she looks at her phone while working on her laptop at her dining room table.
(Image credit: Getty Images)

Does the thought of estate planning trigger a surge of anxiety? If so, you’re in plentiful company.

Estate planning can be one of the most intimidating, complex and emotionally charged financial necessities a family takes on together. There is little room for error, as savers look to safeguard their legacies and protect their families for generations to come. And while money and emotions are always entangled with one another, those feelings intensify as people face their own mortality during the planning process — and revisit the idea often as they seek to maximize long-term opportunity.

Subscribe to Kiplinger’s Personal Finance

Be a smarter, better informed investor.

Save up to 74%

Sign up for Kiplinger’s Free E-Newsletters

Profit and prosper with the best of expert advice on investing, taxes, retirement, personal finance and more - straight to your e-mail.

Profit and prosper with the best of expert advice - straight to your e-mail.

Sign up

This article was written by and presents the views of our contributing adviser, not the Kiplinger editorial staff. You can check adviser records with the SEC or with FINRA.

To continue reading this article
please register for free

This is different from signing in to your print subscription

Why am I seeing this? Find out more here

Paula Nangle, CFP®
President, Senior Wealth Advisor, Marshall Financial Group

Paula is the President of Marshall Financial Group in Doylestown, Pa., and has worked in the financial services industry for 19 years. She also serves as a Senior Wealth Advisor and specializes in helping corporate executives and women in transition make complex financial life decisions with comfort and confidence. She achieved her Bachelor’s degree from Rutgers University, Master of Science from the University of Florida and MBA from NYU Stern School of Business.