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Wealth Transfer

Can you benefit from estate planning?
For many successful people, the simple answer is yes. If you have a sizeable estate to convey, the process of planning allows you to take greater control of this important legacy.

First, you put your personal and business life in order. Taking this first step is important because you move from thinking about your financial well-being to actually doing something about it.

Next, you’ll decide how, when, and to whom your estate will be transferred. For many, control is a valuable consequence of the estate planning process.

Then comes the matter of estate taxes. You’ll thoughtfully consider who will pay taxes on your estate, how much those taxes will be, when they will be paid, and how they will be funded. Taxes may be unavoidable, but good planning today may leave your legacy intact.