At this point, many Americans are seeing $1,400 stimulus checks hit their bank accounts, and while some people are using that money to pay their bills or dig out of debt, others have a real opportunity to snag an even bigger windfall by investing that cash instead. If you don’t need your stimulus to cover […]
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For many clients in 2020, estate planning became a pressing need, and that need has continued in 2021. If the COVID-19 pandemic has taught us anything, it is that preparedness and flexibility are key. For those who have not yet done so, the time to focus on estate planning is now. With all the uncertainty […]
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Estate planning is about wealth structuring so that one could enjoy it and then pass it to the next generation in a smooth manner, avoiding any kind of family disputes on inheritance. While discussing estate planning for women, we could broadly classify women of this century into two categories. First, women who are primarily homemakers, […]
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FINANCIAL SERVICES firms are missing out on at least $700 billion in revenue each year by not fully meeting women’s financial needs. That figure comes from consulting firm Oliver Wyman, which cites finding new clients, developing new products and services and gaining increased market share as revenue opportunities. Read more at: https://money.usnews.com/financial-advisors/articles/q-a-women-and-estate-planning
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When couples find time to discuss estate planning, they often think of how they can equally divide their properties to ensure their children are well taken care of in case one or both pass on. They decide who can best benefit from the house, the car, or who will take over the family business and […]
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