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Legacy & Estate Planning

Legacy and estate planning tactics are important for married and single individuals to have when they are planning for the distribution of their assets. By preparing for and having the appropriate solutions in place, this can help minimize the impact of taxes and expenses while maximizing distributions to heirs, third parties, or charities.

Preservation techniques involve both estate and business planning. Numerous effective techniques are available to help you successfully transfer your clients' wealth.

Get started by reviewing the legacy and estate planning solutions below for an overview of common techniques available to help your clients. And see how an uncertain tax environment and evolving exemption can impact estate planning:

Estate planning white paper (PDF) (BB12592)


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