Life Events: Leaving Assets to Heirs

Life happens. Will you be ready?
Throughout your investing life, you're going to experience life events — some planned, some not — that will affect your finances.
We're here to help you prepare for those critical times of financial change.

Leaving assets to heirs

Your estate is a legacy. These resources can help make the estate planning process more efficient and effective, and one that respects your wishes.
Keep in mind:
Consider contingencies (for example, what happens if a primary heir can't receive the bequest)
Understand potential tax liabilities
Address your philanthropic goals

Preferred Rewards

Enjoy real benefits and rewards on your Merrill Edge® investing and Bank of America® banking accounts. And as your balances grow, so do your benefits.

Should you give your kids an early inheritance?

Making gifts to your children now, instead of in your will, can be satisfying. Here are things to consider.

Protect your assets with a trust

Trusts can help ensure that your assets are used as you wish — and may help reduce estate taxes.

What you need
to know about
your will

Make
philanthropy
an important
part of your
estate planning

Ready to get started?
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Any information presented about tax considerations affecting your financial transactions or arrangements is not intended as tax advice and cannot be relied on to avoid any tax penalties. Neither Merrill Edge® nor its Financial Solutions Advisors provide tax, accounting or legal advice. You should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with your personal professional advisor.

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