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Wealth Transfer

Estate Planning for Blended Families: It All Starts with Communication

Submitted by Bernhardt Wealth Management on December 2nd, 2019

Our clients are accustomed to hearing us remind them of the importance of estate planning: having properly designed wills or trusts; keeping their beneficiary designations up to date; periodically reviewing all estate planning documents to be sure they remain current; and everything else that goes along with having and maintaining a solid estate plan. Tags:

  • Estate Planning
  • Wealth Transfer
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Bernhardt Wealth Management, Inc. (BWM) is a registered investment advisor with the Securities & Exchange Commission. BWM may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered/filed notice or otherwise excluded or exempted from registration requirements. The purpose of this web site is only for information distribution regarding BWM products and services as well as general investor education. All information is provided for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.

 

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