The volatile markets, along with the current pandemic that we find ourselves in, creates an opportunity to revisit both estate planning and financial planning for your family.
It is estimated that more than half of U.S. families are remarried or re-coupled.
If you are in this category you should take specific steps to protect your assets and your family.
Many people assume that a basic estate plan means having a will.
In reality, a well designed estate plan includes provisions allowing your family access or control of your assets should you become unable to do so yourself.