Incapacity planning keeps money under management, provides an opportunity for product sales, and protects your clients. It’s a win/win because estate planning is not just...
Parents who develop an estate plan often do so to provide for their heirs financially. Many want to make sure hard-earned assets, family heirlooms, or...
Many people think that if they die while they are married, everything they own automatically goes to their spouse or children. They’re actually thinking of...