Estate Planning 101: Not Just for the Rich and Famous
Most people hear “estate planning” and think, “I don’t have an estate.” No matter your net worth or income level, a good estate plan protects the wishes you have for you and your loved ones, especially when you may not be able to make decisions anymore.
Scott Beasley (CFA 2010), financial advisor for Northwestern Mutual Financial Network, has shared these estate planning resources.
Carnegie Mellon University Will and Estate Planning Guide
Use this guide to get started with your planning.
Estate Planning: It’s Not Just for the Rich and Famous
Review Scott Beasley's recent presentation.
CMU's Tax ID Number: 25-0969449
Contact Gift Planning by phone: 412-268-5346
Contact Gift Planning by phone: 412-268-5346
Contact Gift Planning by email: mickkoster@andrew.cmu.edu
