All Wealth Planning Content

Why Trusts Still Matter

Sharon Klein |
Wealth Planning
WhyTrustsMatter-NC.jpg

Explore the brave new world of estate planning. Planning for same-sex couples and strategies for “non-traditional” and blended families. Understanding inheritance rights and posthumous birth laws. Considering a loved one with special needs. Comprehensive estate planning allows individuals and couples to maximize control over where their assets will go upon their death— while minimizing taxes

Read More...