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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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Mother teaching her teenage child to cook
  • Articles
  • Your wealth plan

Adjusting your wealth plan at three important life stages
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An older woman talks to her children and grandchildren
  • Articles
  • Rising Gen

Family inheritance talk: How to help build trust and plan for tomorrow
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A group of horses in a field.
  • Articles
  • Your wealth plan

Unusual assets and your estate plan: Who gets the horses?
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Understanding different types of trusts to help meet your needs
  • Articles
  • Your wealth plan

Understanding different types of trusts to help meet your needs
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multigenerational family
  • Articles
  • Your wealth plan

The basics of creating trust funds for your grandchildren
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A man and woman stand together watching their family
  • Articles
  • Your wealth plan

Building a values-based, multi-generation estate plan
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How much is too much?
  • Articles
  • Your wealth plan

How much is too much?
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Woman smiling in her garden
  • Articles
  • Your wealth plan

When is the last time you checked your beneficiary designations?
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Woman and man sit on a boat dock on a lake
  • Articles
  • Your wealth plan

Questions to ask if you inherit a trust
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A smiling couple sits in front of their computer and reviews a document
  • Articles
  • Your wealth plan

Considering a prenup: Questions to ask before you marry
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A couple walking on the beach
  • Articles
  • Your wealth plan

Estate planning strategies: 5 actions to consider now
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Learn more

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