This is a key way you can provide for your family during your lifetime and after. By deciding ahead of time how to allocate your assets, you can help protect your heirs from conflict, difficult decisions and exorbitant taxes, instead setting them up with a legacy.
- Designate heirs and recipients.
- Give strategically to reduce taxes.
- Be sure your resources will go exactly where you want them.
Wealth and Income Solutions does not provide legal or tax advice. You should consult a legal or tax professional regarding your individual situation.