Notes from McLaren

Set the record straight when it comes to these four common misunderstandings.

This is a short story about money, happiness, and the choices we make in pursuit of both.

The estate plan is an integral part of the financial planning process. During life, it provides guidance when you can no longer make decisions because of disability or incapacity. When you pass away, it sets the road map for wealth transfers, guardianship of minor children, and the legacy you wish to leave behind. A well-drafted estate plan clearly outlines your future intentions, promotes family harmony, and protects your wealth. Without a plan, your final estate could result in family conflicts and costly legal actions.

Losing a family member is one of most challenging life events many of us will ever experience. In many instances, the grieving process is coupled with tremendous responsibility – managing final arrangements, supervising assets and affairs, and settling the estate. We’ve helped a number of investors navigate this difficult process.