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Amy Goan, MBA, CFP®
Email: amy@prismfinancialplanning.com
18708 SE 45th St., Issaquah, WA 98027
425-641-5717

Estate Planning

Traveling and Your Estate Plan

Many of my clients know how much my husband and I love to explore the world through travel. Since we are both able to work remotely, we're able to get away about once every quarter. Although some of those trips are in the US, many are not.

Estate Plans Aren't Just for the Wealthy

Scenario 1: A couple in their 40's have one child and modest savings. They're comfortable with having all their assets pass to the surviving spouse should one of them die. Mom gets a $400,000 inheritance at her parents' death. Mom dies and Dad inherits all his wife's assets, as planned. One year later Dad remarries.

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