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Estate Planning

Home › Estate Planning
  • Essential Steps to Creating a Comprehensive Estate Plan
    Estate Planning

    Essential Steps to Creating a Comprehensive Estate Plan

    By WiserAdvisor Insights
    July 1, 2025
    Estate planning is not just for the wealthy; it is essential for anyone who wants to ensure their assets are managed and distributed according ...
    Read More
  • Key Strategies and Takeaways for Navigating Estate Planning in 2025
    Estate Planning

    Key Strategies and Takeaways for Navigating Estate Planning in 2025

    By WiserAdvisor Insights
    February 7, 2025
    Estate planning is a multifaceted financial task that can feel overwhelming. It encompasses managing your financial assets and minimizing estate taxes as well as ...
    Read More
  • How to Incorporate 529 Plans into Your Estate Plan?
    Estate Planning

    How to Incorporate 529 Plans into Your Estate Plan?

    By WiserAdvisor Insights
    January 13, 2025
    A 529 plan is a savings tool that is typically used to save for a child or grandchild’s education expenses. Apart from parents and ...
    Read More
  • Financial Strategies Wealthy People Use to Maintain Their Wealth
    Estate Planning

    Estate Planning Checklist for Pre- and Post-Death Planning

    By WiserAdvisor Insights
    November 19, 2024
    Estate planning refers to the management and distribution of an individual’s assets in the event of their incapacitation or death. It goes beyond just ...
    Read More
  • The Right Time to Start Making an Estate Plan
    Estate Planning

    The Right Time to Start Making an Estate Plan

    By WiserAdvisor Insights
    June 12, 2024
    Estate planning is an essential part of securing your financial future that ensures your assets are distributed according to your wishes. Many regard it ...
    Read More
  • 6 Things You Should Know to Create a Robust Estate Plan
    Estate Planning

    6 Things You Should Know to Create a Robust Estate Plan

    By WiserAdvisor Insights
    April 19, 2024
    While a financial plan focuses on managing your finances during your lifetime, an estate plan is essential for determining the fate of your assets ...
    Read More
  • The Right Time to Start Making an Estate Plan
    Estate Planning

    The Right Time to Start Making an Estate Plan

    By WiserAdvisor Insights
    January 14, 2024
    Estate planning is an essential part of securing your financial future that ensures your assets are distributed according to your wishes. Many regard it ...
    Read More
  • 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
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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.

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  • The Role of Financial Advisors in Managing Healthcare Expenses

    The Role of Financial Advisors in Managing Healthcare Expenses

    By WiserAdvisor Insights
    July 2, 2025
  • Essential Steps to Creating a Comprehensive Estate Plan

    Essential Steps to Creating a Comprehensive Estate Plan

    By WiserAdvisor Insights
    July 1, 2025
  • Start Planning Your Retirement Early

    Start Planning Your Retirement Early to Save Enough and Plan Better

    By Jonathan Dash
    June 27, 2025
  • Best Retirement Calculators to plan Retirement

    By WiserAdvisor Insights
    July 26, 2019
  • Portfolio

    How to Diversify Your Portfolio the Right Way

    By WiserAdvisor Insights
    February 3, 2022
  • How to Determine If Your Financial Advisor Is Doing a Good Job Each Year

    How to Determine If Your Financial Advisor Is Doing a Good Job Each Year

    By WiserAdvisor Insights
    January 23, 2024

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