Protecting Your Wealth

You and your family should keep what you've worked so hard to build. Take measures now to safeguard the future of your assets and ensure your peace of mind.

Update Your Insurance

Do you have enough coverage in place for yourself and for those who depend on you? Regularly review your insurance holdings, particularly your life insurance, to make certain that your family and your assets are well-protected.

Review Your Beneficiaries

If time has lapsed since you initiated some of your investment accounts or insurance policies, it may be time to refresh your list of beneficiaries. Who is reliant upon you for their income? And at what allocation? Review and maintain the list of those who need to be financially protected.

Prepare to Leave a Legacy

A will or estate plan are only a part of protecting your wealth. Involve your family members in your decisions and in your financial values. Educate them about your preferences and, more practically, on the location and logistics of important financial documents.

Tax-Advantaged Accounts

Make the most of irrevocable trusts, retirement accounts and education savings accounts that allow you to safeguard funds against tax penalties.

Top 3 Things You Should Know About Protecting Your Wealth

What's most often overlooked when people consider safeguarding their assets?