As parents age, the need to protect them from potential scams becomes increasingly important. Estate planning scams, in particular, have become more prevalent over the years. Talking to them about the tactics scammers use can help them learn about how they should...
Month: November 2023
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Can you help prevent your heirs from wasting their inheritance?
The thought of your heirs carelessly spending their inheritance is a concern many share. As you look ahead, you have the power to influence the management of your wealth once it passes on to your loved ones. Deseret News reported that nearly 70% of people who receive...
Difference between a will and living trust: Which to choose
CNBC reported in 2022 that only 33% of adults in the U.S. have an estate plan. For many people, the starting point for an estate plan is a will, but is it the right choice? Estate planning involves making significant decisions, and one of the most common choices is...