The success or failure of a financial plan is driven by a variety of possible influences. Factors like the right rate of savings, good investment selection, and careful risk management are all important and commonly recognized as elements of a high quality plan. Going a step further and incorporating a well thought out estate plan can turn a good plan into a great plan.
Vacation season is almost upon us and, for many Americans who haven’t traveled abroad in several years, their vacations have been years in the planning. However, even the best-laid plans can quickly come unraveled if you don’t take some extra measures to ensure that your finances are protected before you leave on your trip.