Five key questions in estate planning and wealth transfer

Wealth Management Services offers up wealth planning guidance and considerations in their latest Special Report

December 2016
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Wealth planning

Five key questions in estate planning and wealth transfer

Wealth Management Services offers up wealth planning guidance and considerations in their latest Special Report.

1 minute read
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Wealth planning

Gifting wealth while living vs. through a Will upon death

What are the major considerations when deciding to give wealth during your lifetime versus through your Will at death?

13 minute read
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Wealth planning

Wealth transfer options for consideration

With a variety of ways to transfer wealth, varying from the complex and restrictive to the simple and quick, what are some of the options individuals …

9 minute read
Wealth planning

Fair and equal giving among multiple beneficiaries

When giving to multiple beneficiaries what is the difference between fair and equal? Are there specific considerations for business owners?

11 minute read
Wealth planning

Informing key individuals of your wishes and intentions upon death

Outside of legal Will appointees, who should know what about your wishes and intentions?

7 minute read
Wealth planning

Educating heirs on your estate plan

What should heirs be educated on or have knowledge about when it comes to your estate plans?

9 minute read