Archstone Financial: Eric Riggin

There are so many reasons to create a will this month, but here are three big ones to consider:

Direct Your Property: Creating a will tells the courts how you want your property distributed. Without a will, state laws will determine how your estate is divided, which may not align with your intentions.

Provide instructions to the probate court: A will can help manage the probate process, providing instructions to the court.

Designate Guardianship for Minor Children: If you have minor children, a will allows you to appoint a guardian to care for them. This crucial step directs that your children are raised by someone you trust, rather than leaving the decision to the courts.

Education spending can add up fast: books, fees, housing, and more.

A 529 may help with some of those costs, but not everything automatically qualifies.

Knowing the difference can help you use the account as intended and stay on track.

See what’s eligible in our article here: https://archstonefinancial.net/resource-center/money/what-can-you-buy-with-529-distributions?utm_source=SA&utm_medium=Social&utm_campaign=SAAS

Retirement can give you more time to focus on your health, but also more complexity to navigate.

Practicing medical self-advocacy means making sure your care plan matches your life plan. Ask clear questions, capture answers in writing, and align medical decisions with your financial goals.

Explore simple ways to take charge of your care and related financial matters in our latest blog: https://www.archstonefinancial.net/blog/medical-self-advocacy-in-retirement?utm_source=SA&utm_medium=Social&utm_campaign=SAAS