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Estate Planning

Home›Category: "Estate Planning"
  • Estate Planning Strategies For High-Net-Worth Individuals
    Estate Planning

    Estate Planning Strategies For High-Net-Worth Individuals

    By WiserAdvisor Insights
    June 6, 2023
    High-net-worth individuals who possess a significant number and value of assets and complex financial portfolios may find it hard to manage their finances. However, ...
    Read More
  • How to pass on an inheritance?
    Estate Planning

    8 Ways to Pass on an Inheritance

    By WiserAdvisor Insights
    May 11, 2023
    Estate and inheritance planning offers the opportunity to create a lasting legacy while also ensuring the financial security of your heirs. However, passing on ...
    Read More
  • Estate-Planning
    Estate Planning

    Here’s Why the Role of a Financial Advisor in Estate Planning Is Critical

    By WiserAdvisor Insights
    November 1, 2021
    Some people believe that estate planning is for the rich. Others are under the misconception that you do not need comprehensive estate planning if ...
    Read More
  • Estate-Planning
    Estate Planning

    Estate Planning for Persons with Large Retirement Accounts

    By WiserAdvisor Insights
    June 28, 2021
    When it comes to planning for the future, both retirement planning and estate planning are equally important. While the former will ensure that you ...
    Read More
  • Estate Planning
    Estate Planning

    Common Challenges Faced in High-Net-Worth Estate Planning

    By WiserAdvisor Insights
    May 31, 2021
    The typical notion of succeeding in life is by earning more money. Most people spend their entire lives chasing after money-making opportunities, working hard, ...
    Read More
  • Estate-Planning
    Estate Planning

    How is Estate Planning Connected With Succession Planning

    By WiserAdvisor Insights
    April 28, 2021
    Accumulating wealth and building a business can take years of rigorous hard work. Hence, taking concrete steps to safeguard your wealth and business from ...
    Read More
  • 5 Reasons Why Trusts Are Not Just For The Rich
    Estate Planning

    5 Reasons Why Trusts Are Not Just For The Rich

    By WiserAdvisor Insights
    August 25, 2020
    A popular notion, that is often misunderstood, is that trusts are only for the rich. The reality is that a trust is helpful to ...
    Read More
  • Soup to Nuts Guide To Creating A Foolproof Will
    Estate Planning

    Soup to Nuts Guide to Creating a Foolproof Will

    By WiserAdvisor Insights
    August 14, 2020
    Most people are inclined not to think about their mortality. Hence, they do not consider estate planning, especially writing a will, as an imperative ...
    Read More
  • Estate Planning for Single Parents
    Estate Planning

    How is Estate Planning Different for Single Parents?

    By WiserAdvisor Insights
    May 28, 2020
    Parenting is both a joy and an ocean of responsibilities. Parents constantly worry about the well-being of their child, in their presence as well ...
    Read More
  • COVID-19 Pandemic
    Estate Planning

    COVID-19 Pandemic: Why It Is the Best Time to Plan Your Estate and Write a Will

    By WiserAdvisor Insights
    April 24, 2020
    With a pandemic affecting the entire globe, many people have started second-guessing their decisions, investments, and strategies. The COVID-19 pandemic has also made people ...
    Read More
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The blog articles on this website are provided for general educational and informational purposes only, and no content included is intended to be used as financial or legal advice.
A professional financial advisor should be consulted prior to making any investment decisions. Each person's financial situation is unique, and your advisor would be able to provide you with the financial information and advice related to your financial situation.

WiserAdvisor is America’s oldest and largest independent network of screened financial advisors. We make it easy and convenient for consumers to find and connect with advisors in their area. We have successfully helped over 100,000+ individuals find their best financial advisor since 1998 with no match fees, no commitments, no obligation, and complete confidentiality. WiserAdvisor has been featured in The Washington Post, The Washington Journal, ABC, CBS, Yahoo and has been seen in numerous other leading financial news and information websites.

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