Estate Planning: Transferring Your Estate reviews the final steps of estate planning regarding the actual transfer of your estate to your heirs and beneficiaries. It helps you navigate around potential roadblocks and what factors to consider when choosing an executor or drafting your will. This eBook guides you through the essentials for a smooth estate transfer. Read More
16 March, 2021 Estate planning
Estate Planning: Transferring Your Estate
We’ve been on a market rollercoaster ride recently, witnessing some of the biggest swings in more than two years. I call this the “Inflation Phantom” rollercoaster.