Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
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Financial planning often doesn’t take place on a beach. But the next time you find yourself there, try this experiment, courtesy of management and motivational guru Stephen R. Covey: You’ll need a mason jar and an assortment of big rocks, smaller gravel, sand, and water.
Using smart management to get more of what you want and free up assets to invest.
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.