Everyone needs an estate plan even if you have relatively few assets. The goal is to ensure that what you leave behind is passed on as you wish and as tax-efficiently as possible. These resources provide some helpful tips and strategies.
How to leave a lasting legacy
Giving back is part of who you are. Here’s how to make sure a portion of your wealth makes a difference to the communities and causes you care for.
A will is the cornerstone of any estate plan; it can record your wishes and instructions for everything from disposition of your assets to the type of memorial service you’d like. Here’s what makes it important.