concept-piece-download-70001-CF-how-you-inherit-is-more-important-than-how-much

THIS IS A CLIENT-FACING PIECE, subject to any compliance reviews and approval from your broker-dealer.

Just because an estate is too small to get taxed doesn’t mean it is too small to cause problems with heirs ill-equipped to handle wealth, sibling rivalries, divorce, lawsuits and more. Using a trust, you can give your heirs the benefit of wealth without direct ownership of wealth.

Published: November 8, 2024
Tracking Code: 70001-CF
Business Line: Advanced Planning
Category: Business Owners
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