Post-COVID pressures are forcing advisors to get up to speed on estate planning ahead of schedule. They’re facing intense demand from young and old.
Smart estate planning will minimize the tax bill your heirs pay when you die, and a Roth IRA is one of the most effective tools for that purpose.
The real owner, is not a dog. He’s a wealthy — albeit eccentric — 65-year-old Italian entrepreneur from Tuscany named Maurizio Mian.
An estate plan decides to whom your assets will be transferred when you pass away. It also lays out plan for handling your business if you're unable.