Discuss Your Estate Plan with Family Members
A comprehensive estate plan is the best vehicle for transferring assets upon your death to your loved ones. However, many of us often overlook the crucial part of communicating our estate plan to family and heirs. Even with a thorough and up-to-date estate plan, your family may experience emotional or financial turmoil despite your best efforts. To correctly manage the expectations of loved ones and provide for a smooth transition of wealth, have conversations, and share information about what is to come. Whether you are a modest or a high net worth individual, preparing the next generation to handle wealth ... Read More
