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Estate Planning

Estate planning involves all aspects of your life. It involves thinking about what can happen to you, to your health and to your family. That means you need to consider such matters as your assets, debts, future needs and interests as you grow older, and how you can best take care of yourself, your causes you care about and the people close to you.

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.

You need to consider a lot about the legacy you will leave.

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

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

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Securities offered through Linsco/Private Ledger. Member FINRA/SIPC. Advisory services are offered through Wealth Enhancement Advisory Services, a Registered Investment Advisor. Tax and mortgage services provided are not affiliated with Linsco/Private Ledger.

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