Estate Planning: Have You Created a Plan for Your Family?

Featuring Financial Consultant Joe Gaspari

An estate plan is a map of how you want your personal and financial affairs to be handled in the future. An effective estate plan can help ensure that your family's financial needs will be taken care of, and that your personal wishes will be carried out in the manner you intended. It's a critical part of your overall financial plan.

Our video on Estate Planning Basics discusses why you need an estate plan; all about wills, trusts, and life insurance; and key tax basics, including an overview of the federal gift tax, estate tax, and generation-skipping transfer tax.


Some necessary disclosures:
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results.

The information in the presentation is not intended as authoritative guidance or tax or legal advice. You should consult with your attorney or tax advisor for guidance on your specific situation.