Long-Term-Care Protection Strategies
Probate can be a completely public process, or it can be managed to include as little information as possible.
The brain is a powerful thing, but when it comes to preparing for something that is far in the distance like retirement, it can easily be led astray — and result in some big retirement planning mistakes.
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.