High net worth singles need to be actively and creatively thinking about their line of succession and how their estate will be handled. Don’t go at it alone! Pick up a few tips from Amy in this post.
Amy Sbrusch, CPA, Tax Manager
The more wealth you accumulate over your lifetime, the more important it is to think about legacy and estate planning. For married… https://www.weinsteinspira.com/blog/2020/02/estate-planning-tips-high-net-worth-singles/