Estate planning is simply determining (while you’re still alive) where your assets should go after you die. Without a properly structured estate plan, your wishes may not be fulfilled, and there may be unintended consequences for your loved ones.
While the concept is simple, the vehicles, planning and implementation process can be rather complex. Because of the estate tax laws and the emerging vehicles to help you protect and transfer your assets effectively, it’s important to work with experienced estate planning professionals who stay current in this field and advise clients on a day-to-day basis.
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at firstname.lastname@example.org or call us at 480-782-1034 today!
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Your financial future is too important to leave to chance. That’s why it’s a good idea to assess just how experienced your current financial professional is — and whether that person is working in your best interest.
To learn about seven things you should consider when choosing a financial advisor, fill in the fields below to download our “It’s All About the Right Fit: 7 Questions to Ask Your Financial Professional,” a one-sheet guide that can help you decide if your financial professional is right for you.
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