Insights blog
Wealth management news and analysis
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You work hard to accumulate wealth, and you want to pass as much of it as possible along to your heirs and beneficiaries. But due to the size of your estate, you're on the hook to pay a hefty sum in estate and gift taxes.
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For most of us, ensuring the financial security and prosperity of our loved ones is extremely important. Gifting stocks to children in a low tax bracket (i.e., college students, graduate students, unemployed, etc.) allows us to share our success. It presents an opportunity for tax-efficient wealth transfer.
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When it comes to end-of-life preparation, taking the initiative is key. After you pass away, your spouse will undoubtedly be overwhelmed with emotions. Even the most mundane tasks, like running errands and staying active, may be challenging for them to keep up with. In this state, managing new financial obligations could feel nearly impossible. However, with some advanced planning, you can give your spouse a solid foundation for assuming control of your finances after you’re gone.
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A lot goes into being an estate executor. It’s a responsibility that shouldn’t be taken lightly, and that’s why it’s so important to find the right person for the job when you’re putting together your estate plan.
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Settling an estate for a parent can be an overwhelming and inspiring process. All the needs involved are beyond the scope of this article and would benefit from talking to a financial advisor, estate attorney, tax advisor, or some other professional. But even then, these professionals may only help prepare you for the tactical or planning side of estate settlement.