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Estate planning Family legacy

Inheritance Planning

Planning how your assets pass to the people you want to support is an important part of your overall financial wellbeing.

US guidance

This content is tailored for Ireland

The detailed guidance on this page covers Irish inheritance rules specific to Ireland. For US-based inheritance and estate planning, we recommend speaking with a licensed financial advisor or estate planning attorney in your state.

Key topics to explore with an advisor include: wills and trusts, beneficiary designations on retirement accounts and life insurance, and state-level probate rules.