Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
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It’s morning and you’re out the door. Immediately your home’s smart devices take over, dialing down the heat, turning off the coffeemaker, and arming surveillance inside and out. In the car, rain-sensing wipers activate at the first drops; adaptive cruise control maintains a steady pace; and upon arrival, parking assist gets you into a tight space, no problem.
A four-step framework for building a personal legacy.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.