Estate documents are notoriously dense, but a lack of clarity about what’s in them may become an obstacle to implementation – and thus a barrier to your goals. Learn how an illustration or diagram of your wealth transfer plan can help overcome this disconnect by showing you at a glance all the pieces of your estate and the way they flow together to build the legacy you envision. 

There are really only four things you can do with your hard-earned money: spend it, save it, donate it to charity, or give it to the government. Learn how to maximize what you can put into those first three buckets and minimize what you pay to the last one through careful and tax-conscious strategic planning.