Religion and Estate Planning

While every client wishes to efficiently transfer wealth to their loved ones or favorite charities, for the majority, saving taxes is not the primary objective when seeking out the services of a seasoned trusts and estates practitioner. There are a myriad of other motivations a client may have – or should be considering – including the transmission of values, beliefs, and ethics to future generations. These deeply personal values and wishes are often motivated by or inspired by religion.

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