by admin | Sep 18, 2023 | CNBC
It’s all about protecting your loved ones By Donna Fuscaldo It seems like many people devote more time to planning a vacation, choosing a car to buy, or even selecting a spot to eat dinner than they do to estate planning—deciding who will inherit their assets after...
by admin | Apr 4, 2023 | CNBC
Understand that estate planning is not only about your finances, and it has various elements due to which the planning process becomes quite cumbersome. Estate planning holds a lot of importance. The process allows you to make decisions related to your property,...
by admin | Feb 4, 2023 | CNBC
We have discussed legacy planning in the past, and in that discussion touched on the difference between legacy planning and estate planning. However, today we will provide a full overview into what exactly estate planning is. We’ll do into how it differs from legacy...
by admin | Oct 11, 2022 | CNBC
Despite the fancy-sounding title, estate planning is not just for the rich and wealthy. In fact, the term “estate” might not mean what you think it does at all. When it comes down to it, deciding who will inherit your estate is a big decision and an important part of...
by admin | Aug 5, 2022 | CNBC
Even with a will, they may be overlooked CNBC – JAN 18 2022 Key Points• Fewer than half of Americans have a formal plan for what happens to their assets when they die. • While that has stayed consistent in the past few decades, the list of what they...
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