Stacy Coffey CFP®, Senior Vice President wealth strategies at Wealth Enhancement Group was featured by GoBankingRates in “Great Wealth Transfer: 3 Ways To Prepare for This Financial Shift.”

Not sure what to do next, even if you know you need to prepare a will or estate plan? Coffey recommends taking a moment to pause and take care of yourself.

“Estate plans and probate aren’t executed overnight. You have some time,” said Coffey, adding that families who don’t already have a financial advisor in place may want to consider one.

For more advice from Coffey, access the full article authored by Heather Taylor here.