Simplify Your Estate
Posted on: June 10, 2024
The world of investing is very black and white to some, with options for estate and legacy protection being either obvious, or so far beyond the average person's understanding that they rely on their financial advisors to ensure they are taken care of. For investors whose portfolio has been sitting in one or two funds or stocks, with little actual discussion of what happens to their money after they die, their executors will be left to muddle through the mess left behind.
