What to consider when creating an estate plan.
Estate Planning Can Be Complex.
Estate planning can carry a lot of complexity.
Are you aware of how rules and regulations will impact your current plan in the event of your passing?
- What should I consider when creating my estate plan?
- Which documents should I draw up during my life?
- What kind of trust best suits my circumstances?
- Which documents are critical to distribute my assets after death?
- What information should I share with my beneficiaries?
Take a look at our Estate Planning Starter Kit to help better understand the estate planning process.
Please Note: Wealthspire is not a law firm. Wealthspire does not prepare legal documents.