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.

Extended family gathered around dinner table.

How much is too much?
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A happy young family as they gather around a puppy.

Choosing the right trust for your needs
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An older woman talks to her children and grandchildren

Family inheritance talk: How to build trust and plan for tomorrow
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Grandfather and grandmother gather with family in their living room,

Matching your estate planning strategies to your family structure: What to know
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multigenerational family

The basics of creating trust funds for your grandchildren
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A group of horses in a field.

Unusual assets and your estate plan: Who gets the horses?
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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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Woman and man sit on a boat dock on a lake

Questions to ask if you inherit a trust
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Woman smiling in her garden

Why you should never overlook beneficiary designations
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A couple walking on the beach

Wealth transfer planning with your spouse: 5 actions to consider now
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Hands hold a miniature house.

Gifting Equity in a Home
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