Investing in your estate plan
$225.00
Description
Abstract: Whether a person has great wealth or his or her resources are more modest, the purpose of estate planning is the same: to ensure assets are distributed according to a person’s wishes and to preserve those assets so there’s something left to distribute after he or she dies. Asset preservation involves several components, including investment strategies designed to provide long-term growth. This article examines a few investment considerations that can affect an estate plan.
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