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
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
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
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 readFair 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?
Informing key individuals of your wishes and intentions upon death
Outside of legal Will appointees, who should know what about your wishes and intentions?
Educating heirs on your estate plan
What should heirs be educated on or have knowledge about when it comes to your estate plans?