Strategies to manage and transition your wealth
Whatever your level of wealth, estate planning strategies can help protect your assets and make sure they transition to the next generation according to your wishes. Even if you've already designated beneficiaries on your financial accounts, an estate plan1 can spell out specific instructions to have your assets distributed smoothly and tax-efficiently2, in many cases avoiding the delay of probate.
A BMO Harris Financial Advisor can connect you with dedicated specialists who can help define your wishes and work with your legal and tax advisors to facilitate the plan. They can also work with your future heirs to receive and manage their inheritance when the time comes.
How can you make sure you leave a legacy to your children and grandchildren? Explore insurance solutions.
1- Estate planning requires legal assistance which BMO Harris Bank and its affiliates do not provide. Please consult with your legal advisor.
2- This information is being used to support the promotion or marketing of the planning strategies discussed herein. This information is not intended to be legal advice or tax advice to any taxpayer and is not intended to be relied upon. BMO Harris Bank N.A. and its affiliates do not provide legal advice to clients. You should review your particular circumstances with your independent legal and tax advisors.