A Rulebook helped you prioritize your objectives? A Financial “Gameboard” showed you how it can work together more efficiently? A Virtual Model demonstrated which decision gets you closer to your objectives?
Creating a plan that addresses both estate planning and retirement needs can help ensure that you don’t outlive assets so you can enjoy retirement while still having enough left to pass onto family and charitable causes.Estate planning helps maximize the money you have—regardless of the amount—and helps decide how to distribute it. Estate planning is also important for business owners who have a significant amount of assets tied to their business. You may assume you’re adequately protecting what’s of value to you. Or you may be intending to leave the majority of your money to others, which doesn’t necessarily guarantee a large inheritance for your heirs. With expertise and guidance, you can address estate taxes and help maximize the assets going to your beneficiaries.
A legal declaration of how you want your assets distributed when you die.
Transfers property to your beneficiaries with several tax and non-tax advantages.
Tax-efficiently distributes assets to select organizations.
Helps your family maintain their lifestyle, provide liquidity to pay taxes and settlement costs, as well as equalize inheritances.
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