Tracy’s storyMother and Son
 
When Tracy O’Brien created her first will in 2002, her goal was simple—to protect the future of her only son. “I wanted to make sure my son would be taken care of, my debts would be paid off and my money would go where it was supposed to go,” Tracy explains. Recently divorced, Tracy named a guardian for her 11-year-old and set up a trust to provide for his future financial needs.

Time to Update

In 2008, Tracy began a new job. In the process, she rolled over a former 401(k) into an IRA and filled out life insurance and retirement beneficiary forms at her new place of employment. With her son now nearing adulthood, Tracy felt it was time to look over her existing plans.
 
Click here to read the rest of the story, and to learn about the issues Tracy came across and the solutions that helped her!
 
Please visit our Guide to Giving webpage here and to follow other hot topic items through our Gift Planning resources. 
 

 

 

 
 
 
 
 
 
 
 

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