Legacy & Estate Planning
While we are not attorneys and not allowed to give legal advice, we are still knowledgeable in the estate planning field. We can educate you on aspects of estate planning and how they relate to your situation. Moreover, we can refer you to a qualified attorney in this field who can write up the necessary legal documents.
Meeting with us to discuss topics such as those listed below will help you be more prepared before you meet with the attorney.
- Trusts
- Wills
- How best to title your assets
- Providing for your family’s security
- How to pass assets to heirs or a qualified charity
- Taxation of your estate and how to lessen the bite
Additionally, we are happy to come with you when you meet with an attorney to be a knowledgeable reference for any complicated questions that may arise.
Some estate planning topics don’t necessarily require an attorney. We can help with concepts such as a Stretch IRA which will allow you to create a legacy for your children and grandchildren.
We will also assist you with proper beneficiary designations on IRA’s, Roth IRA’s, insurance policies, and T.O.D. Accounts. We can also help with how to best transition assets to your designated beneficiaries.