Estate and gift planning

It’s important that your intentions are well documented so that your wealth and legacy survive you.

Thoughtful estate and gift planning helps you preserve your wealth and pass it on to your designated beneficiaries in the manner you choose. There are many potential objectives, both financial and nonfinancial, to consider in the estate planning process. Because these are likely to evolve over time, it makes sense to review your estate plan periodically.

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Estate and gift planning - explore the visual story

GRAT gratification
Qualified domestic trust

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Brittney Saks
Personal Financial Services Leader
Tel: +1 (312) 298 2450

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