June 11, 2023

June 11, 2023

couple talking to a lawyer

Transferring Assets to Your Family: What to Do

Proper estate planning ensures family members are cared for, and assets are secure after death. Only 13% of Americans had made any estate plan, with less than 40% having discussed it with family members. Families can experience emotional and financial strain without proper preparation for asset transfer. Asset identification, knowing beneficiaries, and legal writing are

Read More »
Scroll to Top