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Where there’s a will, there’s a way – what you need to know about inheritance – Part 1

Linda Elfenbein, Head of Fiduciary Services, joins our host Carly Doshi to discuss what women need to know about inheritance and passing on wealth across generations. We discuss what estate planning entails and how to get started, and how to take full advantage of the relationship with your advisor. We also explore the key estate planning documents women need, and reveal when women should execute their first will.

Download the transcript (110KB,PDF)

Disclaimer:

The material has been prepared for information purposes only and is not a solicitation to buy or a solicitation to sell any product. The material and opinions are not intended as tax or legal advice, and it may not be relied on for the purpose of avoiding any federal tax penalties.