Money News You Can Use.

Money News You Can Use

We believe that knowledge is power, and that’s why we created ‘Money News You Can Use’. I pick the five best articles I read each month and post them here so you can stay informed of the latest financial news and arm yourself with knowledge when preparing for retirement. I know most people don’t have time to sift through hundreds of articles to find the most relevant and helpful ones, which is why I do it for you!

This month, we will focus on estate planning. You don’t need to be a billionaire to benefit from having an estate plan. Baby Boomers will transfer trillions in wealth to their heirs over the next 25 years, and there are several actions to take to be prepared. You’ll face many important decisions when creating and updating an estate plan, from choosing between a will and a trust to deciding on a tax minimization strategy.

– Happy Reading
Zinnia Wealth Management Founder
Charisse Rivers

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MONEY NEWS YOU CAN USE : estate planning

Zinnia Wealth Management is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.