Planning an estate is about leaving a legacy, a lasting gift to loved ones, heirs and charitable interests. Good planning can help minimize taxes and coordinates the distribution of assets to family members, minors and charities. Creating a well-rounded plan for your estate requires trusted guidance and experience.
AXA Advisors, its affiliates and financial professionals do not provide tax or legal advice or services. Financial professionals of Sequoia Financial Group can work along with their clients other personal advisors regarding their specific situation.