Making investments and understanding risk can be overwhelming. This is why many people choose to rely on a financial adviser to help manage their investments. However, it’s important to know that your financial adviser is only as good as the tools that he or she has at their disposal. In this episode Bill explains why […]
In our previous episode, we told you how all families should implement an overarching plan to protect their assets. But what should you do if you have no family? You will still need the right kind of legal documents and you will need to make some choices when it comes to trusted individuals. For these […]
All families should implement an overarching plan to protect their assets. Unfortunately, most families fail to first consult an experienced attorney for good legal advice regarding how their estate plan and legal documents interconnects with their insurance and financial needs. As a result, most families end up with a hodge-podge of assets with various title […]
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