INTELLIGENT INVESTING
INTELLIGENT INVESTING

Securing Your Legacy Part III: “Where there is a Will, there is a Transfer of Wealth”.

Throughout my article series entitled, “Securing Your Legacy,” we’ve explored the importance of estate planning in wealth creation, having the right financial partner and choosing the right financial assets. As we continue the journey, this week we explore advanced strategies to protect and distribute your assets, specifically the importance of having a will. This article […]