Estate Planning Fundamentals: Distributing your wealth

15/10/2021 7 min Episodio 2
Estate Planning Fundamentals: Distributing your wealth

Listen "Estate Planning Fundamentals: Distributing your wealth"

Episode Synopsis


One of the goals of estate planning is to maximize the value of the wealth you pass to your family members while minimizing the impact of taxes through trusts. However, an equally important objective is determining what these trusts should provide—and what that means for your family. If you’re unsure where to start, answering some basic questions can help facilitate the planning process.