Estate Planning: Wills and Probate
Get your clients thinking about their estate strategy with this article about wills. A will is a great starting point, but their financial needs may require more planning.
Get your clients thinking about their estate strategy with this article about wills. A will is a great starting point, but their financial needs may require more planning.
Many people dream of coming into an inheritance, but not all that glitters is gold. This article will help you understand the complexities of inheriting wealth—and why you need a strategy.
Creating an estate plan can be complicated and overwhelming. This article helps you take the guesswork out of what your estate strategy needs.
Net worth is just one part of your financial picture, but it’s a good diagnostic to know. Learn more about how to calculate your net worth and why it matters.
Estate planning isn’t a fun topic to think about, but it’s important to have everything in order. Learn about some of the most important documents to include in your estate plan.
A living trust may be a powerful tool in your estate planning toolbox. Learn more about what living trusts are and if they make sense for you.