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Business Partner Magazine

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A Beginner’s Guide to Investment Planning in Bothell

March 24, 2023 by BPM Team

Business man putting coins Business growth and investment chart

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

February 7, 2023 by BPM Team

Senior couple planning their investments with financial advisor in living room

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...]

Questions to Ask Your Estate Planning Attorney

December 27, 2022 by BPM Team

Living trust and estate planning form on a desk

Most people are reluctant to address the issue of estate planning because it forces them to confront their own mortality, which means that more than half of American adults are missing important documents. Don't become a statistic; instead, ask these questions when looking for an … [Read more...]

Who Gets Your Digital Assets After You?

June 6, 2022 by BPM Team

Double exposure businessman and stock market

When you die, brokers or banks cannot take over your money. The laws of your state can decide who receives what is worth in those accounts for those who don't have a will or maybe some other estate plan. However, before that would happen, you need to know the cryptocurrency cold … [Read more...]

5 Essential Things You Should Know About Living Trusts

April 11, 2022 by BPM Team

Living trust and estate planning form on a desk

case, then you probably have a bunch of questions about how trusts work and what sets them apart from wills. Don’t worry; we will help you out. Today we will present the top 5 essential things you should know about living trusts so that you make the right decision when it comes … [Read more...]

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