When it comes to estate planning, most people don’t even know where to begin. The top three reasons that clients engage in estate planning are to: avoid probate (59%), minimize discord among beneficiaries (57%), and protect children from mismanaging...
Read MoreAn estimated 55% to 70% of Americans don’t have an estate plan or even a simple will. This seems to occur for a number of reasons, but one of them is lack of awareness. Drafting a will is more...
Read MoreAn estimated 55% to 70% of Americans don’t have an estate plan or even a simple will, so if you do have one, you’re already a step ahead of the crowd. But don’t think your finances are set in...
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