Estate Planning

Avoid these common mistakes to protect your assets and make sure your wealth is distributed the way you want

Relying solely on traditional methods for estate planning can leave your assets vulnerable.

What is asset protection planning?

Medical professionals have unique financial needs. Join wealth advisor Todd Peters, CFA, for a session that offers practical insights to build, protect and preserve your wealth. Gain actionable ideas for reducing taxes and explore estate planning strategies tailored to your specialized needs. Stay ahead of potential tax code changes and take control of your financial future.

Explore the interconnectedness of tax, estate planning, insurance, and more.

Consider starting the year right by updating your estate plan.

Physicians need to plan their estate to protect their assets, manage their long-term health care, and make matters easier for their next of kin.

As a result of changes from the SECURE Act, for the tax benefit of the entire family, parents with highly appreciated retirement accounts may want to re-think bequests.

There are plenty of reasons for people to get their estate planning done despite, or even because of, potential future changes from Congress.

Given their salaries and chances of getting sued, physicians should strongly consider estate planning early in their careers.

As we wait on potential tax changes, now is a good time to get estate planning done.

Start planning now to keep your heirs from paying too much in taxes.

Proper estate planning can keep a physician’s assets safe and private after death.