Why a Legacy plan?

If you own something, and you love somebody, you probably need a legacy plan. In a legacy plan, you decide who is going to inherit what and when, and then establish the process to make it happen. Many people think legacy planning is only tax planning but there are many factors to consider. A legacy plan enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. Even if you have an estate less than a million dollars, you should be considering a legacy plan.

How do we begin?

I can work with you and your attorney to aid in the establishment of wills, trusts, and other legal documents you may need, to help you control what you own while you are with us. When you are no longer with us, this planning also sets the stage for the transfer of assets to your heirs and/or charities, while managing taxes and probate court expenses.

Other alternatives

You might want to consider life insurance or annuities, which are contracts between you and the insurance company you choose. Typically, proceeds from a life insurance policy or an annuity pass probate court free to a named beneficiary.

The Next Step

In conclusion, everyone's need is different. Please set up a phone consultation using my on-line calendar or contact me so I can help you think about your money. Thank you.