Protecting your assets, preventing probate, and planning for a financial future all play a role in estate planning.
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I am a big fan of Google, and whenever they ask me to review my account information, they win me over again.
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This is the third installment in a three part series about legacy planning.
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By Seth Meisler, CFA, CPA/PFS, CFP®
"The hardest thing in the world to understand is the income tax."
- Albert Einstein
As Spring approaches, thoughts
The idea behind the series is to introduce legacy planning and explain why we feel it is a valuable component of any estate or financial plan.
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This is the first in a series of articles about legacy planning.
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