More than half of Americans don’t have a will, even though most agree that wills are a good idea. For caregivers, planning ahead for their
You may sometimes hear the terms “estate planning” and “asset protection” used interchangeably. They actually have different meanings, and it’s important to incorporate both strategies
What are the ownership issues of life insurance? In estate planning, life insurance is purchased for several reasons: (1) to provide cash to the insured’s
Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA & SIPC.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CO, FL, GA, IA, MN, OH, OK, OR, WA, WI.
© 2024 Bridge & Branch Wealth Partners. All rights reserved.