Children are born, memories are made, young parents eventually become grandparents, and before you know it– life has run its course. When people hear the term “estate planning” they think of fancy cars, million-dollar houses, and priceless art. When in actuality estate planning is much more than that, it’s simply planning for the transfer of your assets and responsibilities once you’re no longer able to manage them. Whether that be your home, medical expenses, or dependent children, it is important for everyone to have an estate plan. So, here are the key roles to consider when putting together your estate plan.
Monthly Investment Insights – November 2023