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Estate Planning

Ensuring your legacy.
Estate planning involves every aspect of your life. You need to consider what can happen to you, to your health, and to your family. That means you need to think about future needs and interests, as you grow older; how you can best take care of yourself, the causes you support, and the people closest to you.

A good financial plan accounts for accumulating wealth as well as distributing it – a step that’s often overlooked.  In addition, if you own a business, estate planning also involves ensuring that your business will be in good hands after you retire or when you die. There’s a lot to consider about the legacy you leave.

Some of our services include:*

  1. Recommendations on types of legal documents (wills, trusts and Power of Attorney)
  2. Life Insurance: Second-to-Die, ILIT (Irrevocable Life Insurance Trusts), Capital Asset Transfer
  3. Gifting strategies
  4. Charitable giving (trusts)
  5. Family partnerships
  6. Business valuations

Did you know that in Minnesota, anyone with a net worth of over $800,000 and $1,000,000 in many other states? Not sure if it’s right for you? Let us help! Don’t wait to plan your legacy.

*Consult with your advisor to determine the actual services needed for your situation.

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Home Careers Contact Us Feedback Account View Privacy, terms and conditions © 2008 Wealth Enhancement Group All rights reserved
  

Securities offered through LPL Financial, member FINRA/SIPC. Advisory services offered through Wealth Enhancement Advisory Services, a Registered Investment Advisor. Tax and mortgage services provided are not affiliated with LPL Financial.

This site as been published for residents of: AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MI, MN, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, VA, WA, WI ONLY. By entering, you certify that you are a resident of one of these states. All information herein has been prepared solely for information purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security.

Don’t wait to plan your legacy.  Let Wealth Enhancement Group help you today!

Home Careers Contact Us Feedback Account View Privacy, terms and conditions © 2008 Wealth Enhancement Group. All rights reserved
  

Securities offered through LPL Financial, member FINRA/SIPC. Advisory services offered through Wealth Enhancement Advisory Services, a Registered Investment Advisor. Tax and mortgage services provided are not affiliated with LPL Financial.

This site as been published for residents of: AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MI, MN, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, VA, WA, WI ONLY. By entering, you certify that you are a resident of one of these states. All information herein has been prepared solely for information purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security.