Everyone needs an estate plan even if you have relatively few assets. The goal is to ensure that what you leave behind is passed on as you wish and as tax-efficiently as possible. These resources provide some helpful tips and strategies.
Estate Planning
Securing Your Legacy: Transferring Wealth Across Generations
Intergenerational wealth transfer strategies for you and your family You’ve worked hard to achieve financial wellness for you and your family. But…
Joint property ownership offers a number of benefits, but it also has disadvantages. Find out how using a power of attorney arrangement can help manage the risks.
As the saying goes, death and taxes are the only guarantees in life. But that doesn’t mean when one happens, the other should take everything you’ve left behind.
A will is the cornerstone of any estate plan; it can record your wishes and instructions for everything from disposition of your assets to the type of memorial service you’d like. Here’s what makes it important.