Estate Planning: Transferring Your Estate reviews the final steps of estate planning regarding the actual transfer of your estate to your heirs and beneficiaries. It helps you navigate around potential roadblocks and what factors to consider when choosing an executor or drafting your will. This eBook guides you through the essentials for a smooth estate transfer. Read More
16 March, 2021 Estate planning
Estate Planning: Transferring Your Estate
Diversification is the technique of allocating portfolio resources or capital to a mix of investments. The goal of diversification is to reduce the volatility of an investment portfolio by offsetting losses in one asset class with gains in another.