The market is as unpredictable as the weather. We’d love to help you prepare.
Have A Question About This Topic?
With alternative investments, it’s critical to sort through the complexity.
Without even realizing it, most people are familiar with protection-first thinking. If you remember travelling on an airplane in a not too distant past, you would recall this important point in the safety demonstrations “In the event of sudden decompression, secure your own oxygen mask before helping others.”
Beneficiary designations allow assets to pass directly to whomever you designate thus by-passing the costs and time involved with the probate process.