Moving forward in a changing world
Events over the past year have caused dramatic shifts in how we spend time with our families and live day-to-day. Now might be a good time to take a fresh look at your wealth management plan to make sure it reflects all that you want for today and in the future.
As your life and the world change, standing still is not an option. Your advisor, working alongside key professionals, can help you address the unique challenges and opportunities you face so your plans are better aligned with today’s new reality.
What to consider
Is it time to update my estate plan?
Marriage. Birth. A new job. A property sale or purchase. If your life is evolving, it’s important to make sure your estate plan evolves with it. Your advisor, together with trust professionals, can work with your estate planning attorney to revisit your plan to make sure it’s keeping up with your life.
Can my family’s wealth last for generations?
The Merrill Center for Family WealthTM works with select families to help them navigate the opportunities and challenges of wealth. While each family is different, you can learn what has worked from those for whom resilience is the foundation for their success.