Wealth Transfer Planning Strategies
“The Method That You Choose To Transfer Your Assets Is a Vitally Important Decision For You And Your Family.”
Author Archive for: ekooymans
Entries by ekooymans
Common Misconceptions You May Have About Estate Planning
Saving money on taxes and avoiding probate are the only reasons to do estate planning. When true estate planning is understood, the financial benefits it produces are least important. Of much bigger significance is the management of personal purpose and family or social guidance.