Financial Preparation for Family & Estate Goals, Major Milestones

Family and Estate

Prepare financially for major milestones and goals — from getting married to leaving a legacy for your grandchildren — with more confidence. Your financial advisor can help you work toward these and other goals.

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EstatePlanningBasics

CreatingOrReviewingAnEstatePlan

ReducingTaxableEstate

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ManagingAnInheritance

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Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

ESTATE PLANNING BASICS

Understanding estate planning: The basics