A key part of financial planning is estate planning. If you’ve got a solid financial plan, but your estate plan isn’t organized well (or doesn’t exist at all!), you might want to consider looking into putting your plan together. It’s a way to pass your hard work down to the next generation, and with the […]

Estate planning is the process of organizing and managing your assets, including your property, investments, and personal possessions, in order to ensure that they are distributed according to your wishes after your death. Estate planning can help you to protect your assets, reduce taxes and other costs, and provide for your loved ones in the

When it comes to passing on your wealth to your family, it is important to know the best ways to manage the process. An estimated 90% of wealthy families lose their wealth by the third generation, so if you are planning on leaving behind assets to your family, knowing the unique risks to the affluent