Estate planning determines what happens to your assets after death. An estate plan can be part of a well-built financial strategy, but balancing retirement financial needs with legacy intentions may require modifying investing goals, time horizon, and asset allocation.
Preparing for retirement is challenging. Investors often require help creating a plan to attain their aims. Many brokers, financial planners, retirement advisers, and others offer assistance.
Grow your Wealth
Many invest to accumulate wealth. Some investors aim to fund a comfortable retirement without diminishing assets. Others want to increase their investments beyond their lifetime to leave a legacy for heirs, charities, or other organizations.