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Estate planning is a crucial—yet often overlooked—part of financial planning. It serves as a roadmap for what happens to your assets and healthcare decisions if you’re unable to make them yourself. Pure’s Senior Financial Advisor, Kyle Stacey, CFP®, AIF®, breaks down the basics of estate planning and explains why it’s essential for protecting both you […]
Only 33% of U.S. adults have created estate planning documents1. While it’s understandable that estate planning can feel uncomfortable to think about—and even harder to discuss—it’s something you shouldn’t delay. Estate planning isn’t just for the wealthy or the elderly, it’s essential for everyone. Pure’s Senior Financial Advisor, Phillip Chinothai, CFP®, AIF®, outlines three key […]
