Many people think that estate planning and writing a will are the same. However, one is actually just part of the other.
Even those who have saved and invested well may not be sharing their financial information with a spouse or loved one. It’s time to do that now.
There are now more than 70 million Baby Boomers in the U.S. However, millions of adult children may not be prepared to make important decisions about their parents’ future if necessary, because of a lack of knowledge about their parents’ finances.