The highlights include:

  • A good plan facilitates passing on not only wealth but also your goals and sound financial management strategies.
  • Encouraging your heirs to invest wisely and not waste newfound wealth.
  • Do not necessarily just give assets to heirs, but do so with the best legal instrument to preserve that wealth.
  • Let your family know what advisors you trust so that they know who to turn to for advice.

An estate planning attorney can guide you in planning your estate for the transfer of wealth to the next generation.

Philip J. Kavesh
Nationally recognized attorney helping clients with customized estate planning guidance for over 40 years.
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