Legacy Estate Planning: A Guide to Multi-Generational Wealth

This guide walks through the essentials of organizing an estate plan, from titling assets correctly to keeping beneficiary designations current. It also covers strategies for protecting a multi-generational legacy against taxes, probate delays and unnecessary family conflict. Finally, it looks at how to coordinate wealth transfer across trusts, insurance and retirement accounts so your plan works as one coordinated whole rather than a collection of separate documents.