Abby Phillips, one of our Wealth Advisors, is not surprised that one of the most common topics within financial services revolves around estate planning.
Parents and grandparents want to know how best to distribute their assets in a way that not only reflects their personal preferences and values but also addresses the needs of their heirs.
Consider these items relating to some of the most asked questions when it comes to transferring your wealth.
“An interesting part of passing on wealth is that there are no set answers. What is right for one family could be completely off base for another. As you contemplate your choices, I encourage you to think of your estate plan as your opportunity to help and protect the people you care about most, at the same time that you are passing on your priorities and values. I hope that the following guidelines will help you do just that.”, says Abby.
Find more of these recommended resources from Wealth Advisor, Abby Phillips.