Designing your estate plan and defining your legacy is one of the most difficult and emotional components of your wealth management plan. Taxes, divorce, health issues, aging and death are uncomfortable topics. Nevertheless, it is crucial to have these difficult conversations if you want to plan for your family’s future.
Successfully planning the transfer of your wealth is critical to fulfilling the promises you’ve made in your life. Without a formal estate plan, your assets are at risk of being mismanaged or even lost. We can help you develop a plan that addresses the transfer of wealth and tax reduction, charitable gifting and trust services.
The wealth transfer process requires input from a variety of professionals. Our firm collaborates with our CPAs and outside attorneys, trust officers, investment advisors and underwriters to establish a cohesive plan that is up-to-date and takes into account all potential tax-saving strategies. We believe our financial planning background is a tremendous advantage and gives us a unique perspective that other firms envy.
You have worked hard for your assets; let us help you preserve them. Landmark Financial will work to minimize income and estate taxes and help maximize the financial opportunities you provide to your heirs and chosen beneficiaries. The goal is to help you leave behind the legacy you desire.
Call us today to learn more about how we can help you maintain control of your wealth for generations to come.
Estate Management 101