How You Inherit vs How Much
Published: July 22, 2021
Tracking Code: 70001
Business Line: Advanced Planning
Category: Estate Planning & Wealth Transfer

Just because an estate is too small to get taxed doesn’t mean it is too small to cause problems with heirs ill-equipped to handle wealth, sibling rivalries, divorce, lawsuits and more. Using a trust, clients can give heirs the benefit of wealth without direct ownership of wealth.

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