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Financial Planning Insights

Estate Planning: What You Need to Know

By Kate Trudell | Johnson Financial Group

2 minute read time

Estate Planning is a topic that can be overwhelming and scary. No one want to consider their own death. I don't. I remember making my first will, after my son was born. I put such careful consideration into who would care for him if something happened to me, then it hit me that none of my careful consideration mattered unless I was dead. That's depressing and it's easy to put those decisions off.

But what I can tell you is that preparing your estate plan beforehand for the people you leave behind, the people who are grieving your loss, can make the process much easier and take the heavy burden off of your loved ones. Your estate plan makes your wishes known. There is no need for guesswork or family arguments about what you would have wanted. Your intentions are memorialized in writing in those estate plan documents. Let’s discuss what goes into a good estate plan and how to get started.

Listen to Kate’s overview

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Kate Trudell

Kate Trudell

VP Wealth Fiduciary Advisor | Johnson Financial Group

As Vice President, Wealth Fiduciary Advisor, Kate fosters and grows relationships with clients in order to provide the best products and services for every individual, family, and organization. She is passionate about helping people manage affairs that are both personal and important to them, their families, and their businesses. As a former employment law attorney, Kate is skilled in working with multiple stakeholders to achieve satisfactory solutions to challenging problems. Through her collaborative approach and genuine curiosity for each person’s story, Kate grows strong client relationships built on transparency and trust.

This information is for educational and illustrative purposes only and should not be used or construed as financial advice, an offer to sell, a solicitation, an offer to buy or a recommendation for any security. Opinions expressed herein are as of the date of this report and do not necessarily represent the views of Johnson Financial Group and/or its affiliates. Johnson Financial Group and/or its affiliates may issue reports or have opinions that are inconsistent with this report. Johnson Financial Group and/or its affiliates do not warrant the accuracy or completeness of information contained herein. Such information is subject to change without notice and is not intended to influence your investment decisions. Johnson Financial Group and/or its affiliates do not provide legal or tax advice to clients. You should review your particular circumstances with your independent legal and tax advisors. Whether any planned tax result is realized by you depends on the specific facts of your own situation at the time your taxes are prepared. Past performance is no guarantee of future results. All performance data, while deemed obtained from reliable sources, are not guaranteed for accuracy. Not for use as a primary basis of investment decisions. Not to be construed to meet the needs of any particular investor. Asset allocation and diversification do not assure or guarantee better performance and cannot eliminate the risk of investment losses. Certain investments, like real estate, equity investments and fixed income securities, carry a certain degree of risk and may not be suitable for all investors. An investor could lose all or a substantial amount of his or her investment. Johnson Financial Group is the parent company of Johnson Bank, Johnson Wealth Inc. and Johnson Insurance Services LLC. NOT FDIC INSURED * NO BANK GUARANTEE * MAY LOSE VALUE