Making sure your assets go to your beneficiaries and not the government in the form of taxes can be challenging if not done properly. We will help you:
Introduce you to our Estate Planning Attorney if you need one
Protect your IRA and qualified accounts from being fully taxable to your beneficiaries upon death
Leave a TAX FREE legacy to your loved ones or a cherished organization
Legacy planning is a financial strategy that prepares a person to bequeath his or her assets to a loved one or next of kin after death.
After a person passes away, his or her wealth and possessions are passed on to next of kin or to people or charities specified in a will. If you don't have a plan in place for your estate, its management might go against your wishes once it is passed on. Legacy planning is especially important for those with small businesses or other assets that require maintenance.
Just as with writing a will, it's important to start planning your legacy early so that when the time comes, your affairs are in order. A financial advisor provides advice on how best to prepare your legacy and assist with any question or special requests that might come up. After addressing the issue of financial security, the financial advisor gives advice on how to ensure that your affairs are managed and continue to prosper after they've been passed on.