Estate Planning, Wills, Probate and Transfer of Assets

Estate Planning, Wills, Probate and Transfer of Assets

Posted by
| Comments Off on Estate Planning, Wills, Probate and Transfer of Assets

WMBO CPA Group Logo with Address

Estate Planning, Wills, Probate and Transfer of Assets

Estate Planning, Wills, Probate and Transfer of Assets

A will allows the testator (the person creating the will) to specify:

  • Who receives property at the testator’s death
  • Whether beneficiaries receive gifts outright or in trust
  • Who will act as personal representative
  • Who will be the guardian of minor children

In the absence of a will, these matters are settled by state law.

Learn more by clicking on the “Download Article” button.

Download Article

 

Financial Planning Guide for 2018

Financial Planning Guide

Financial Planning comes in many forms – Budgeting, Saving, Investing and Understanding the Tax Implications of the various strategies.  Learn more by clicking on the “Download Article” button.

Download Article

Pin It on Pinterest

Share This