Inheritance STRATEGIES for Your Wealthy Children

Do you have financially successful adult children? What will happen when they inherit your money and properties—will they be hit with disastrous tax bills? Do they need inherited assets protected from creditors, ex-spouses, and lawsuits? Too often, people don’t give enough thought to passing wealth to already-wealthy children and grandchildren. Again and again, we see stale Estate Plans, written when kids were in very different circumstances, that play out poorly after the death of a parent. Don’t miss this vital webinar on how to rethink your Estate Plan to protect the next generation even if they’re already doing well, including key Trusts and other structures!

Replay the webinar!

Request a Consultation