Effective estate planning recognizes risks that threaten you and your family’s wealth and helps develop strategies to minimize them. It is much more than addressing transfer taxes. We review 10 ways a good trust and estate plan can help you navigate life’s challenges.
Planning for the minimization of taxes is a critical part of every wealth management plan. Trust and estate plans can also address a myriad of nontax issues that, if left unaddressed, may hinder wealth and well-being.
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