There’s an old saying that nothing is certain except death and taxes. We can’t help with the big questions about life and death. That’s a debate for the poets and philosophers. But what we can do is help you plan how to pass on your estate in a way that preserves your wealth for the next generation.
If you haven’t already made plans, and if you want to make sure the people you love are well provided for after you’re gone, you’ll need to start thinking about it. Here are some basic steps to help get you started.