401k and estate planning

[Jennyfromtheclock]

I've been managing mine and my husband's retirement, but we kinds got carried away with some expences which put all of that at risk. As a result, I'm looking for a recommendation for estate planning companies that deal with 401k as well. Initially my goal was to go with estate planning only to spare my kids from going through the administrative chaos, but why not make my life even more easier by letting someone else tackle the rest. Looking forward to your suggestions.

My sister had very bad experience with the Ascensus trust company and I'm very cautious about this, so I'd like to get recommendations for companies you have personal experience with.

 

[FutureInOrder]

I'm really sorry to hear about your sister's rough experience with Ascensus. It can be such a challenge to find a trustworthy estate planning firm that can also help with 401(k)s. I've come across some great alternatives that might be worth considering, like Creative Planning, Edelman Financial Engines, and Slavic401k. If you're into a more digital approach, Trust & Will could be a good fit too. Have you explored any of these options yet?

 

[JackSoWhat]

I'm really sorry to hear about your sister's rough experience with Ascensus. It can be such a challenge to find a trustworthy estate planning firm that can also help with 401(k)s. I've come across some great alternatives that might be worth considering, like Creative Planning, Edelman Financial Engines, and Slavic401k. If you're into a more digital approach, Trust & Will could be a good fit too. Have you explored any of these options yet?

Trust & Will is quite popular, it's amazing now everyone can make a will literally from anywhere now

 

[Lukaaas]

I've been using Creative Planning for a while and it's been good, especially with integrating retirement stuff like 401ks into the estate plan. Definitely not the cheapest, but it's gonna walk you through everything. If you're looking to take stress off your plate, go for it.

 

[O.kaka]

I haven't used Ascensus, but I've heard similar stories, look for a trusted local financial planner or firm that specializes in both