It’s Estate Planning Week: Here’s How to Get Started

You’re not too young, you do have enough assets, and don’t you want to make things easier for your loved ones after you pass away?

An older woman sits at a dining room table with another woman in a suit, going over paperwork.
(Image credit: Getty Images)

Since Oct. 16-22 is Estate Planning Week, let’s take this opportunity for a refresher on everything you need to know about how estate planning works.

In short, the process of estate planning involves determining and putting into place instructions for what happens to your possessions when you pass away and which of your trusted contacts may be tapped to watch over those assets when you are no longer here to do so.

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Shane W. Cummings, CFP®, AIF®
Wealth Adviser and Director of Technology/Cybersecurity, Halbert Hargrove

Shane W. Cummings is based in Halbert Hargrove’s Denver office and holds multiple roles with Halbert Hargrove.  As Director of Technology/Cybersecurity, Shane’s overriding objective is to enable Halbert Hargrove associates to work efficiently and effectively, while safeguarding client data.  As wealth adviser, he works with clients in helping them determine goals and identify financial risks, creating an allocation strategy for their investments.