28 June, 2022 Estate planning
Estate Planning: Transferring Your Estate
Estate Planning: Transferring Your Estate reviews the final steps of estate planning regarding the actual transfer of your estate to your heirs and beneficiaries. It helps you navigate around potential roadblocks and what factors to consider when choosing an executor or drafting your will.
This eBook guides you through the essentials for a smooth estate transfer.

Related articles
Estate Planning: First Steps introduces the key reasons why everyone should have an estate plan Whether your assets are big or small, everyone can benefit from a formalized estate plan. Developing an estate plan involves preparing and providing instructions...
It’s a significant life change when your roles have reversed and you’re the one helping a parent with daily living. Meanwhile, you also care for your children at home. Welcome to the sandwich generation. The term was coined almost 40 years ago by social...
In the following article, Sam Febbraro, EVP, Portfolio Services, shares how you can manage sudden wealth responsibly and face the different challenges that come with it. Sudden wealth sounds like a nice problem to have, but it can come with some complications...