3 Keys To Keeping and Passing Wealth

Your wealth and security may be at stake if these three areas are not complete.

Wealth Preservation: You already saved your money and are living off it. You will want it to be there when you are ready to pass it to your heirs.

Estate Planning: Having your accounts titled properly is key to an efficient estate. You will also want to focus on making your wealth transfer tax efficient and avoid probate.

Inheritance Taxes: By adding some special touches to your plan, your heirs can receive money tax efficiently. It may not be the best idea to simply transfer your IRA's.

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