You already have planned whom will get your assets – your remaining retirement will be distributed amongst your children, profits from your house sale will go to your grandchildren, and your younger brother will get your car. And if there’s anything you...
Insights and Ideas
Diversified Trust shares our knowledge on wealth strategies, investing, current financial news and trends.
Subscribe to receive new posts
- Tag: estate planning
Becoming a grandparent is exciting and provides unique perspectives as you participate in your children’s and grandchildren’s lives in new and different ways. Having endured the early years of parenthood yourself, you understand the challenges parents can face – from sleepless nights with...
If something happened to you, would your loved ones know what you have, where it is and what your wishes are? When considering estate planning, most individuals are aware that they should prepare a Will to direct the disposition of their assets and...