Go-To Guide for Estate Planning Basics

Transamerica is pleased to provide you with a consolidated reference guide on the basics of estate planning, designed to give you actionable concepts and strategies to implement.

Many people view estate planning as something to be addressed later in life or only after they have accumulated substantial wealth. The reality is that anyone who owns a home, has children, or contributes to a retirement account can benefit from a simple estate planning review. A basic understanding of estate planning can help you take care of the people who are important to you, potentially reduce taxes, and avoid common mistakes.