Many Americans hope to leave a financial legacy, but without the right estate planning strategies, much of that wealth could be lost to taxes, probate or family conflict. A robust estate plan includes thoughtful transfer strategies that ensure heirs get to hold on to as much wealth as possible — and these strategies should be put in place as early as possible for a smooth transition of assets.
For You: If a Financial Advisor Doesn’t Ask These 5 Questions in Your Consult, Keep Shopping
