Do you have an estate plan? Estate planning details the wealth management practices your beneficiaries should initiate once you pass away. Below is an extensive piece on what to consider when creating an estate plan. Consolidate Your Assets Asset consolidation is a critical aspect of any estate plan. Ideally, you should ensure all your assets are in your name. For instance, if you have inherited or purchased assets recently, ensure they are registered in your name.
19 June 2023
