Estate & Trust Planning Services
Protecting the Assets You've Worked So Hard to Build
Estate planning for affluent investors is not just about making sure that you have a will, trust, and insurance to protect your family and provide for them after you pass. It is never too early to add an estate plan to your financial and retirement plans. In fact, all three should be part of the same master planning process.
Planning for all phases of life.....
The estate planning process should be based on the three phases of your financial life:
The Accumulation Phase (Your Working Years)
The Preservation Phase (Your Retirement Years)
The Distribution Phase (Your Legacy)
Protecting Your Legacy
Just about every person and/or couple has an estate that consists of what they own upon the demise of the surviving spouse. And since we know we can’t take the assets with us, the question that is answered in your estate plan is who gets the assets?
Your estate plan is a directive that includes three primary documents for both spouses:
Your last will and testament
Your durable power of attorney
Your advance health care directive
10 Bad Money Habits Affluent Investors Should Avoid in Down Markets
If you have savings of $500,000 or more, it’s essential to make intelligent, informed financial decisions about managing your money when the market is down or volatile.Download Now