A well-crafted estate plan can potentially allow you to pass on your assets as you see fit, and minimize the state and federal tax bite that often accompanies the transfer of significant wealth. If it’s up to date, that is. Far too many estate plans today are several years old—and therefore may not reflect important changes in tax laws and other developments. The result: These plans could be outdated, and no longer positioned to deliver the expected outcomes. That could spell trouble, and taxes, down the road.
In this month’s Flash Report, Here’s Why You Probably Need to Update Your Estate Plan, you’ll discover the risks of having an estate plan that’s been sitting on the shelf too long. Is your estate plan still set up to get you the results you want and need for you and your family?
This report was brought to us by the VFO Inner Circle, a global financial concierge group I have on retainer to keep me up to date on the latest research and strategies for addressing the key concerns of successful people like you.
In this month’s Flash Report, Here’s Why You Probably Need to Update Your Estate Plan, you’ll discover the risks of having an estate plan that’s been sitting on the shelf too long. Is your estate plan still set up to get you the results you want and need for you and your family?
This report was brought to us by the VFO Inner Circle, a global financial concierge group I have on retainer to keep me up to date on the latest research and strategies for addressing the key concerns of successful people like you.
RSS Feed
