Estate Planning: Transferring Your Estate

For many people saving for retirement, their financial life often looks something like a portfolio that consists of traditional investments, generally fixed income and equities; estate planning involves drafting a will and naming an executor; or.

Timing can be everything, especially in investing, and the timing and size of deposits and withdrawals can also influence your investment outcomes.

Whether your assets are big or small, you should have an estate plan. We broke down the what, why, and how in this e-book to help make estate planning easier to understand.