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Protect Your Assets with an Estate Plan

  • Oppenheimer & Co. Inc.
  • October 1, 2020

It is estimated that $30 trillion will pass from boomers to millennials over the next 30 years. You should inform your family of all the assets you own, or else they may never find out.

Having the proper knowledge of estate planning concepts, necessities, and mistakes is both advantageous to you and your heirs. It is important to ask yourself the following questions throughout your life to ensure that your assets are protected through life’s inevitable changes.

  • When was the last time you reviewed your will and beneficiary designations?
  • Are the beneficiaries of your retirement accounts current?
  • If something were to happen to one of your beneficiaries, how would you want the assets divided?
  • Is there any reason you would want to control the distribution of assets to one or more of your beneficiaries?
  • How does your IRA fit into your estate plan?

The time that you spend gathering information and making certain your wishes are known will help ensure that your estate will be handled in the way you want it to be. It will also be a beneficial way to save your loved ones from having to search for important documents and making difficult decisions during a traumatic time.

Contact an Oppenheimer Financial Professional today to talk about the estate planning measures you can take to protect your legacy for the future.


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This brochure is intended for informational purposes only. The material herein has been obtained from various sources believed to be reliable but is not guaranteed by us as to accuracy or authenticity. All information provided and opinions expressed are subject to change without notice. No part of this brochure may be reproduced in any manner without written permission of Oppenheimer & Co. Inc. (“Oppenheimer”). Neither Oppenheimer nor any of its affiliates or employees provide legal or tax advice. However, your Oppenheimer Financial Professional will work with clients, their attorneys and their tax professionals to help ensure all of their needs are met and properly executed. Investors should consult with their legal and/or tax Advisors before implementing any wealth transfer strategies. Securities are offered through Oppenheimer. Variable annuities are sold by prospectus only, which describes the risks, fees and surrender charges that may apply. Investors should consider the investment objectives, risk and charges of the investment company carefully before investing. The prospectus contains this and other information. You may obtain a prospectus from your Oppenheimer Financial Professional. Please read carefully before investing. Oppenheimer may receive compensation in the form of fees or commissions for services referred to and performed by our strategic alliance firms. However, Oppenheimer and the firms mentioned herein are completely independent of each other. Oppenheimer Life Agency Ltd. is a wholly owned subsidiary of Oppenheimer & Co. Inc. 2125713.1