Estate Planning

If you don't plan for the distribution of your assets, your state has a backup plan for you.

As you are preparing to pass wealth to the next generation, here's what you should take into consideration to make the money last and keep the family intact. 

Transferring wealth can be a complicated process for families, made all the more complex by how each individual handles money, how the potential transfer affects the relationship, tax implications, and the ongoing financial needs of both the current and future beneficiaries. Navigating this challenge effectively tends to require the assistance of a number of trusted advisors who can address important legal, tax, insurance and investment issues.