You can't take it with you, so make sure it gets to those you love
February 3, 2023
You’ve devoted your best years to growing your business and accumulating wealth, which you hope to enjoy in your next chapter and eventually bless your loved ones or favorite charities. You also want to ensure that this wealth gets distributed according to your wishes instead of getting consumed by taxes both now and after your death. To accomplish this, there are things that you can and should do now.