Ask ten people on the street what the first step to building an estate plan is and I’ll bet my pinky finger that the majority will tell you to talk to a lawyer (or to ask Google) and the rest will hastily shuffle away, thinking you’re trying to sell them something....
So much of the financial advice we live by has been around for decades—and is rarely questioned. But times they are-a changing. Maybe we need to ask some questions: How much savings do I need? What portion of it should I invest? What about my retirement funds? Below...
The word “estate” sounds much more official than it is. “Estate” simply refers to anything you own: a house, a car, whatever money is sitting in your bank account, a vintage guitar collection, your beloved dog, the antique china set that was passed down to you from...
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