Transferring Wealth to Beneficiaries Tax Efficiently

Transferring Wealth Family in orchard - Stableford-web

Transferring wealth to beneficiaries should be done with tax reduction in mind. Keep an estate intact by strategizing with gifting, insurance, buy/sell agreements, and trusts. Retain control of business assets and benefit from profits while arranging for a smooth transfer of responsibilities in estate planning.

What Are the 6 Most Important Aspects of Estate Planning?

Most important aspects of estate planning - meeting with a financial advisor - Stableford Capital

You have spent your lifetime building your estate, investing funds, allocating assets and planning for the future. Do you know the most important aspects of estate planning? While every financial situation is different, this article covers ways to protect your beneficiaries and your investments. Ultimately, the consensus is clear: keeping a current estate plan is a must and prepares your loved ones for the unexpected.

Stableford