Estate Planning
Leaving a Legacy
Are you looking for a way to give your family long-lasting financial security? This video has everything you need to know about trusts and how they can help create an inheritance that will be passed down through generations.
Creating a financial legacy for loved ones is an invaluable gift that can last long after you’re gone. A thoughtful plan today will give your family the security and peace of mind they deserve in the future. That being said, it’s essential to understand the process of creating a trust and the types of trusts available. Weigh the benefits and drawbacks of each before deciding what type to pursue. With the assistance of an experienced lawyer and financial advisor, you can ensure your legacy is preserved and passed on according to your wishes. Helping you find the right path for your situation is what we do, so let us know how we can help as you embark upon this journey of creating a lasting financial legacy.
Wills
Building wealth can be a long and hard road, but having the proper legal documents in place is essential to providing your family with something extraordinary. Planning for difficult conversations may seem daunting; however, knowing that you have provided them with stability and peace of mind will make all the difference. Get started now by watching this video – it’s never too early (or late) to secure their future!
Irrevocable Life Insurance Trust
Are you an investor or a retiree looking for ways to ensure that your money and assets are secure? Irrevocable life insurance trusts (ILITs) can provide financial control, asset protection, and tax efficiency while helping you ensure that your beneficiaries receive their inheritances despite unavoidable uncertainties. An ILIT allows the trust’s settlor (also known as the grantor or donor) to appoint trustees who manage investments held in the trust so that the proceeds can be used for purchasing permanent life insurance policies. This video post will discuss the ILIT—from providing peace of mind about future expenses to delivering added tax advantages—so view the video if you want to learn more!