Estate Planning and Transferring Wealth

By |2021-12-08T12:56:52+00:00December 8th, 2021|Estate Planning|

Key Points to Consider: Despite the availability of Gift and Inheritance Tax Thresholds and Exemptions, Estate planning is still important no matter how big or small your net worth. Family dynamics can complicate transferring wealth and working with a Financial Planner and Solicitor can help you get things sorted. Talking with your family and loved