To leave a financial legacy, a robust estate plan is critical. Without a thoughtful strategy in place, you risk losing accumulated wealth to taxes, probate, or family conflict. In a recent GOBankingRates article shared by Yahoo Finance, Wealth Manager Brian Tullio shared his thoughts on commonly overlooked estate planning strategies that might be beneficial for those looking to protect their wealth long-term. “To avoid unintended estate tax exposure, stay proactive and integrate estate planning into your ongoing financial planning discussions,” he said. “As your circumstances change or new laws are enacted, regularly reviewing and updating your estate plan will serve as a critical part of your overall comprehensive wealth planning.” Click here for the full article.
