遗产规划

Proper estate planning is an important component of your financial plan, as it can help your loved ones avoid an expensive, time-consuming process after you pass away.

An estate plan can also help you:

  • Ensure the desired distribution of your assets.
  • Minimize taxes, expenses, and unnecessary delays.
  • Appoint guardians to care for your children.
  • Provide financial security for your family.
  • Make provisions in case you become incapacitated.

If you need help with estate planning these are three things to consider when getting started. 

more information on estate planning

  • 清单图标

    Estate planning checklist

    使用明陞m88手机客户端app的 四步Checking表 to get started with creating your estate plan.

  • 人的形象

    选择一个律师

    一定要 consult an experienced attorney, as estate laws vary by state.

  • 税收的Calculators

    下standing 遗产税

    Get tips on how to avoid 遗产税, which can eat away at the estate principal.

  • Ready to get started with 施瓦布?

    明陞m88手机客户端app

  • 我已经是嘉信理财的客户了?

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