A major component of wealth management is making sure that your estate is set up so it passes as much as possible to your beneficiaries. In some cases, this can mean having to take steps to control the value of the estate because of estate taxes. One option that you...
Age Gracefully With A Plan In Place
Month: July 2024
What if you don’t like a beneficiary’s spending habits?
One potential problem you could run into when drafting your estate plan is that you think some of your money is going to be wasted by the beneficiaries. Perhaps you have a specific beneficiary who has problematic spending habits. They are constantly accumulating debt...