MEMBER FORUM HIGHLIGHT -- Estate Planning Now or Later?

Q: I’m just beginning with regard to investing – do I need to do any estate planning now, or hold off until later? 

A: Of course, business owners and investors are most likely to need estate planning, but there are elements to it that apply to everyone.  For example, everyone should have a will and a living trust.  Then, as you start making investments, you’ll title those assets to the trust.  As you begin that process, make sure you’re working with an estate advisor and your usual tax advisor.


50% Complete

Schedule a free, no obligation time to talk