Estate planning is often seen as something only for those with vast wealth, but that couldn’t be further from the truth. For business owners, having a clear plan can mean the difference between protecting what they’ve built and facing unnecessary complications after they’re gone. … [Read more...]
Common Myths About Estate Planning Debunked
Estate planning is often misunderstood, with myths and misconceptions preventing people from taking the necessary steps to secure their future and protect their loved ones. To help you make informed decisions, we’re debunking some of the most common myths about estate … [Read more...]
Who Can Receive a Superannuation Death Benefit?
When a person dies, one of the most significant financial concerns is how to handle their superannuation death benefits (SDB). Superannuation funds, unlike other assets, are not automatically included in an estate and cannot be specifically addressed in a will. Instead, the … [Read more...]
A Beginner’s Guide to Investment Planning in Bothell
Planning for your financial future can be overwhelming. But with a financial professional's help, you can start your journey toward wealth building. Before starting to invest, it is essential to determine your risk tolerance and asset allocation. It helps you decide how to … [Read more...]
The Significance of Estate Planning for your loved ones
Estate planning is vital in ensuring your loved ones are taken care of. You should designate a will, establish a trust, and identify a guardian if there is one. This can make a lifelong gift, avoid probate, and reduce family strife. Identify a guardian Identifying a … [Read more...]
