When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Have you heard of the Great Wealth Transfer? If you’re a millennial, it will likely be of particular interest to you, as it may involve an inheritance coming your way. But do you know how you would handle a large influx of money? How millennials manage their wealth in the coming years will play a large role In achieving financial confidence.
With a new administration, things will change, but no one knows exactly how. Here’s a little insight.
Estate conservation is too important to put off. Do you have a smart exit strategy?