Estate Planning Tips to Keep Your Money in the Family

Rick Ropelewski |

By Maryalene LaPonsie

The inheritance you leave could be eaten away by taxes or given to the wrong person. Here are five tips to avoid that.

The prospect of estate planning can seem overwhelming, but don't put it off. Having an estate plan is crucial to ensuring your money and assets go to your intended heirs.

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The opinions voiced in this article are for general information only and are not intended to provide specific advice or recommendations for any individual.

Maryalene LaPonsie is not affiliated with US Wealth Management, LLC and LPL Financial.

This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.

 

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