Wealth Transfer

Learn more about probate, wills, and trusts, and how to choose wealth transfer tools to meet your needs.
When marriage joins two families, what happens to the spouses' estates? Take these steps to help minimize any potential issues.
These two roles have subtle differences. Depending on how an estate is structured, there may be both an executor and a trustee, who may or may not be the same person.
Help build your family's assets and your personal connections at the same time.
The Tax Cuts and Jobs Act more than doubled the estate tax exemption. What does that mean for your wealth transfer plans?
Consider more than finances before signing on the dotted line.

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As you think about your legacy and wealth transfer goals, take time to sit down with your wealth management professional and outline your vision.