As a high net worth individual, you want to ensure your legacy, provide continuity for your business, and security to your heirs. That is where proper estate planning comes into play.
You may think that your estate planning is on track, however, in this past year we have seen some substantial changes, and proposed changes, in tax laws that could significantly impact your estate planning. These challenges, and the strategies to overcome them, are discussed in the latest edition of Worth Magazine.
The article, by MBAF’s wealth advisors entitled, Do you need to rethink your estate planning? is a must read for anyone who wants to ensure their family’s future.
For more than 20 years, Worth Magazine has been a trusted source for information relevant to the financial, legal and lifestyle issues unique to high net worth individuals. MBAF is proud to contribute to this valuable resource.
Taxation and compliance issues for high net worth individuals can be quite complex. If you would like to benefit from our expertise in these areas, or if you have further questions on this Advisory, do not hesitate to contact our Private Client Wealth specialists, or call us at 1-800-239-1474.