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Taylor Swift probably wasn’t thinking about estate planning when she wrote, “words, how little they mean when you're a little too late,” and yet the lyric applies to financial affairs just as well as to affairs of the heart. Love letters and letters of intent (alongside all other estate planning
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On Thursday, September 8 Queen Elizabeth II passed away peacefully at Balmoral Castle in Scotland at the age of 96. As the UK’s longest-serving monarch, it comes as no surprise that she leaves behind an immense fortune. Just how immense, however, is as complex a question as what will happen
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Ask the average person about the first thing that comes to mind when they think of personal and household risk mitigation and they will probably mention an alarm system, regular visits to the doctor, pepper spray, and a whole laundry list of other things that don’t include estate planning. An
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In a world focused on results, it can be easy to forget about the process, and yet if it’s financial security you’re after, the process is all that matters. Lottery winners and a very few crypto millionaires aside, nobody gets rich overnight. Building wealth takes time and, crucially, planning. This
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Estate planning is full of pitfalls and among the most common is misunderstanding the difference between beneficiary designations and wills. The issue here (at least in part) is that popular media portrays wills as the be all and end all of a person’s final wishes when, in fact, this is
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