Estate planning can help you secure your legacy and allow people to care for your assets. For those with a philanthropic spirit, setting up a charitable trust is a powerful way to make a lasting impact on the causes you hold dear. There are steps you can use to...
Month: January 2024
Benefits of proper estate planning for high-net-worth individuals
Think Advisor reported in 2022 that just under 50% of people earning over $100,000 annually have an estate plan. For high-net-worth individuals, proper estate planning is not just a financial strategy. It is an important aspect of securing and preserving wealth for...