Wondering how to protect your assets and secure your family's future? This ultimate estate planning guide, written from a financial advisor’s perspective, breaks down everything you need to know—wills, trusts, taxes, digital assets, and more. Start building your legacy today with confidence and clarity.

When your net worth exceeds $20 million in investable assets, estate planning requires far more than a standard will. With diverse holdings—ranging from closely held businesses to international real estate and layered trusts—your plan must be just as complex and carefully constructed as your portfolio