Learn how to transfer assets to a client's loved one after death through a will or nonprobate transfer while addressing tax concerns.
Many clients come to their attorneys wishing to transfer their assets to their loved ones once the client dies. However, navigating the complex methods to fulfil the client's objections requires complicated analysis of the client's needs and desires. This topic helps those responsible for estate planning ascertain the best methods of accomplishing this goal, be it by will, trust or nonprobate transfer.