Estate Planning Case Study

Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.

Story: The phrase “estate and legacy planning” often triggers images of the richest in the world passing their wealth while incurring the least amount of taxes possible. That is the picture many people have in mind when they asked us about estate and legacy planning.

They wonder if estate and legacy planning is not for them because they don’t have millions of dollars. We can show them why this is a common misconception, and that estate planning is a much needed process for anyone.

Solution: We explored estate planning that could save their loved ones’ time, money and hassle in the future. We discussed having a will, power of attorney and a type of trust if needed.

Result: We can set up legacy documents for them. This will protect them and their loved ones from unnecessary and unintended consequences when the client is no longer present. They can leave knowing that estate and legacy planning is much more than passing on wealth and saving taxes. It is how you pass on your legacy to the ones you love while possibly saving in taxes and administration costs.

Share:
facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.
Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.

RECENT POSTS

Tips to Help You Stay Strong During Market Volatility

It’s almost impossible not to feel anxious at the dips and dives the stock market has been taking recently, compounded by relentless inflation-focused headlines. That’s why you might be surprised to learn there’s a lot of positive news to be had, despite the market uncertainty. 

529s, Roth IRAs and Other Strategies for Your College Savings Plan

By Craig Lemoine, Director of Consumer Investment Research   I often find college savings at the top of my pile of financial stressors. Unless I find a money tree in my backyard, my oldest child is going to turn 18 well before I retire. We all have different values surrounding the educ …
1 2 3 88 89 90

Get in Touch

In just 15 minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.

Schedule a Consultation