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Transfer Assets

Why Plan | Documents |  Strategies
“The more you have, the more complex your plans.”

Not every family needs to employ estate-transfer strategies. But, if you have a high-value estate, consider one of these options to get assets…and more of them…into the hands of people you care for. More than just up-to-date documents, strategies take it one step further, with detailed arrangements during your lifetime that can produce far-reaching benefits after you’re gone. Naturally, before pursuing one of these strategies, you’ll want to consult an attorney. Follow the links to find out more about:

Gifting
Transfer of tax-deferred assets
Insurance trusts
Other trusts


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This information is not intended to be tax or legal advice. ING does not offer tax or legal advice. Consult your own legal or tax advisor regarding your specific situation.
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