Estate planning can be overwhelming. Before you make an appointment with your attorney it’s a good idea to look at your situation and if needed, talk to your advisor. Here are some tips on how to get your financial matters organized.
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I was recently reading Skin In The Game by Nassim Taleb and was captivated by a chapter in the book titled, “The Merchandising of Virtue.” In that chapter, Taleb discusses the importance of virtue, or colloquially, what you do when no one is looking. To be, rather than to seem. This maxim is particularly relevant to the retirement plan services industry and fiduciary duty.
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