As the old saying goes, the only certainties in life are death and taxes. Given this reality, it’s beneficial to have an up-to-date estate plan that reflects your wishes for potential care needs and distributing your assets to loved ones, while also minimizing your estate’s tax liability to help facilitate an effective transfer of wealth. While creating a comprehensive estate plan is important, it’s equally important to communicate your plan to family members – as well as your specific...
Don’t Wait to Communicate Your Estate Plan
