Interested in leaving a financial legacy for your loved ones, contributing to your charitable endeavors, or simply ensuring that your wishes are followed when it comes to medical care and the distribution of your assets? You’ll need a plan to make them all work together.
If you start estate planning early and make adjustments as new life events happen (births, deaths, divorces, or inheritances), it can be far less stressful and costly than having to scramble to create a plan later in life.
It’s never too early to create a will, but at minimum you should name a trusted contact, durable power of attorney, and a healthcare proxy.
Establishing an asset protection trust before getting married could help you avoid the discomfort of a prenup.
If you have a loved one with a disability, consider planning for their continued care with a Special Needs Trust.
Life insurance death benefits can offer a tax-efficient way to transfer wealth and provide needed liquidity to your estate.
You don’t need to go it alone. Wherever you are on your wealth journey, we can build a tailored financial plan and make recommendations that are aligned with your best interest and unique needs, goals, and preferences. Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
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