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Wealth transfer

Your wealth plan

Do you have a clear wealth transfer plan that reflects the impact you want your legacy to have? Find tactics and strategies in the content below.

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A man and woman stand together watching their family

Building a values-based, multi-generation estate plan
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  • Articles
  • Wealth transfer
Woman and man sit on a boat dock on a lake

Questions to ask if you inherit a trust
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  • Articles
  • Wealth transfer
Woman smiling in her garden

Why you should never overlook beneficiary designations
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  • Articles
  • Wealth transfer
A couple walking on the beach

Wealth transfer planning with your spouse: 5 actions to consider…
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  • Articles
  • Wealth transfer
A group of horses in a field.

Unusual assets and your estate plan: Who gets the horses?
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  • Articles
  • Wealth transfer
Extended family gathered around dinner table.

How much is too much?
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  • Articles
  • Wealth transfer
Hands hold a miniature house.

Gifting Equity in a Home
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  • Articles
  • Wealth transfer
A happy young family as they gather around a puppy.

Choosing the right trust for your needs
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  • Articles
  • Wealth transfer
multigenerational family

The Basics of Creating Trust Funds for Your Grandchildren
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  • Articles
  • Wealth transfer

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