The estate planning process involves a lot more than simply deciding who will inherit your money.  In particular, a comprehensive estate plan also aims to ensure that those you love act responsibly with the wealth they inherit.  It also means ensuring your assets will be properly managed and your legacy preserved.

This article details twenty questions surrounding the transfer of your assets to the next generation.  A comprehensive estate plan should answer all of them. 

Estate Plan Questions

It is important to consider your overall financial objectives and to develop your plan with professional assistance.  We can help you prioritize your estate plan objectives in your total financial picture; an attorney is needed to create the documents. 

After you’ve had a chance to review the article, please contact us with any questions or if you would like to schedule a family meeting.

 As always, we look forward to working with you!

 

Recent Posts

Welcome Loren Paul Fiffik, CFP

Confluence Financial Partners is pleased to announce the hiring of Loren Paul Fiffik. He will serve as Wealth…
Read More

Welcome Nathan R. Garcia

We are pleased to announce the hiring of Nathan R. Garcia.  He will serve as Wealth Manager working out of our Pittsburgh location. Nathan comes to us from PNC Investments with 18 years of experience in the financial services industry. Click here to find out more information about Nathan. https://www.confluencefp.com/team/nathan-r-garcia/    
Read More

Correcting Your Course

You’ve got options if your best-laid retirement income plans veer off track. https://www.raymondjames.com/pointofview/correcting-your-course Let us know if this…
Read More