Saving & Investing


What's changed and what do I need to do?

October 16, 2013

How new estate planning laws may affect you

Recent legislative and judicial rulings have changed the game for estate planning. Alisa Shin and Kevin Wick of Vanguard Asset Management Services™ explain what's new and how it can affect your estate planning strategy.

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Important information

  • All investments are subject to risk, including the possible loss of the money you invest.
  • Vanguard Asset Management Services are provided by Vanguard National Trust Company, which is a federally chartered, limited-purpose trust company operated under the supervision of the Office of the Comptroller of the Currency.
  • This webcast is for educational purposes only. We recommend that you consult a tax or financial advisor about your individual situation.

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