Estate planning is not just for the wealthy. Financial mastery is about mindful planning, no matter how large or small your estate is. You need your assets to go to the right people when you die (or should you become incapacitated). In either case, careful estate planning will prove to be a lifesaver. Estate planning...Read More

Ancient Egyptian pharaohs would bury their wealth with them so they could use it in the afterlife. However, a few things have changed since then. Today, if you want any control over your assets when you’re gone, you’ll need to think about writing up wills and estate planning. The peace of mind that thorough and...Read More

Your life’s work deserves asset protection and a well-thought-out strategy. Therefore, to keep your estate plan safe, here at Saddock Advisory, we’ll reduce your exposure to income taxes and steer you clear of unforeseen pitfalls. Although we can handle the heavy lifting, we always like for our clients to have the opportunity to be informed....Read More