Six Steps To Estate Planning In Bountiful, UT
Did you know that the Covid-19 pandemic increased the overall U.S. awareness of the need to have a will, living trust, or other similar end-of-life document, prepared? According to an August 2022 survey from Caring.com (senior living referral service): 50% think estate planning is somewhat important 33% have these plans in place 67% are leaving […]
Is A Will the Same Thing as a Trust? No…
Though they are often mistaken for one another, a will and a trust are very different legal documents. Both are legal instruments that ensure any assets passed down to heirs and beneficiaries are in accordance with your wishes. While each is considered a pillar of estate planning, there are several disparities to consider, such as […]
What Is The Difference Between Financial Planning And Wealth Management?
Financial planning and wealth management are often used interchangeably, but there are some subtle differences between the two. In order to help determine what kind of help to seek, or what kind of professional to reach out to, understanding the difference between financial and wealth management is a solid place to begin. Financial planning is […]