When planning for Estate Transfer, one of the most important factors is where and how your clients’ assets will be transferred and sheltered against taxes and other expenses from settling their estate.
Consider:
* Wills
* Trusts
Wills and trusts are essential parts of any estate plan. They facilitate the process of transferring and protecting your clients assets during the Estate Transfer stage. There are many types of trusts that can be leveraged by your clients to meet individual needs.