The transfer of wealth or assets to beneficiaries upon the death of the owner through financial planning strategies that often include wills, estate planning, life insurance, or trusts in a tax efficient manner.
- Facilitate estate planning goals, helping to give each heir the inheritance desired
- Equalize inheritances among heirs, as well as help protect a family’s income in the event of premature death
- Enable proper wealth preservation and transfer for your future generations
- Facilitate timely and orderly transfer of a business interest upon death of key persons or other shareholders