It’s important to put a plan in place to help protect your loved ones and make it easier for them in case something happens to you.
Now is a good time to figure out what you want to achieve. Minimizing taxes is an important goal for many, but you should consider maintaining control of assets and disclosing final wishes as well. A coordinated effort between qualified legal, tax, insurance and financial professionals can create a smooth process.
Think about these important estate planning considerations: