And whether your estate is a larger one or a more modest one, you may be eager to pass wealth down to your loved ones in the most efficient way possible.
The Great Wealth Transfer” is a significant event affecting millions of families. Proper estate planning is crucial to navigate this transition smoothly and to preserve your legacy.
Contingent beneficiaries provide a safety net, if the primary beneficiary cannot receive the assets from an estate or proceeds from a life insurance policy or retirement account.
