6 - Legacy and Estate Planning

Legacy and estate planning is a part of financial planning that is often overlooked until it is too late.  Ultimately, a legacy plan is what ensures that your wishes are upheld at he time of your passing.  Although, it can be a complex and emotional subject, it's one of the most critical discussions to have.  You certainly don't want to leave your family in a position where they have to make important decisions without any knowing your wishes.  We can help develop a plan to help reduce the stress and red tape surrounding the loss of a loved one while keeping the government from claiming valuable assets that weren't intended for its possession.  This will help minimize the estate taxes paid to the government and maximize the funds left to your family.

Although the topic is uncomfortable, it is a conversation you will be forever grateful you had.  Contact us today to get started.