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Erin White on Muck Rack

Erin White

As seen in: Medium, MSN, Independent Online, A List Apart, Dove Medical Press, NewsBreak, Midland Daily News, The Washington Blade, Moneyweb, STAR and
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Articles

10 advantages of a testamentary trust for minor and disabled beneficiaries

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By Erin White
| Moneyweb Verified
Estate planning is not only about deciding who should inherit your assets, but also about ensuring that the inheritance can be managed and used in a manner that genuinely supports the beneficiary after your death.
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The family you have, the financial plan you need

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By Erin White
| Moneyweb Verified
When families come to see us, they seldom describe themselves in legal terms. They talk about the children they are raising, the former spouse to whom maintenance is paid, the stepchild they regard as their own, the parent whose medical expenses they cover, or the adult child who has not yet become financially independent.
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Advice is the product: What independent financial planning should feel like

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By Erin White
| Moneyweb Verified
Many people delay meeting with a financial planner, not because they doubt the value of professional advice, but because they are worried about what may happen once they walk through the door. They fear that the meeting will begin with a few polite questions, move quickly towards a product presentation and end with pressure to sign an application form for an investment, policy or retirement product they do not fully understand and may not even need.
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