Walter Schlaepfer is a wealth management advisor, director and leader at Merrill Lynch

1
Estate Planning Tips

• Walter Schlaepfer

2

• Walter Schlaepfer is a wealth management advisor,
  director and leader at Merrill Lynch. He began
  working with the firm after he graduated from the
  U.S. Naval Academy in 1984 and now leads a top
  performing team with an excellent reputation.
  Estate planning is among the teams many
  specialties, and their ultra-affluent clients
  trust them to help deploy, grow, steward and
  transfer their wealth effectively.

3

• If you are ready to consider estate planning, a
  trained professional like Walter Schlaepfer might
  offer the following tips to get you started
• Take Inventory of Your Assets
• Find a Financial Advisor and a Legal Professional

4

• Take Inventory of Your Assets
• The higher your net worth is, the more critical
  it is to begin estate planning. It is important
  to take inventory of all assets that comprise
  your estate to get a clear image of its value.
  This can save you time and money when you begin
  the process.

5

• Find a Financial Advisor and a Legal
  ProfessionalFind a financial advisor and a
  legal professional to draw up your will. You want
  the best team on your side to protect your estate
  and ensure it is distributed the way you want it
  to be.