Estate and gift planning

Download Estate and gift planning

Do you have a well-considered plan for the successful and effective transfer of your wealth?

Wealth transfer planning enables you to protect your wealth and steward it into future generations. Although each individual’s situation is unique, it is almost always appropriate to follow a four-step process in building an effective estate plan. In addition, there are many tax implications that should be carefully considered in the development of an estate plan, and the relevant tax rules change frequently.

For other topics covered in the 2010 Guide to tax and wealth management, please visit our Personal financial services site.