Proper estate and gift planning can assist in preserving your wealth. It is essential to make your intentions known and documented so that your family doesn’t also inherit the challenges of figuring out how to handle your affairs after you pass away. There are many potential concerns and considerations to take into account when developing an estate planning strategy which is why our financial advisors work to ensure consistency and accuracy. It is important to review and update your plan periodically as it’s likely that your estate and gift planning will change over time.
