Estate planning is an important factor in the retirement planning process because it consists of deciding where your assets will be distributed once you’ve passed away. Having a solid estate plan in place is for the benefit of your family and loved ones that will be directly affected by asset distribution, organization, and receiving of finances.
Estate planning is notorious for being a complicated area as far as the vehicles, structuring, and implementation are concerned. This is why it’s so important to work with an estate planning professional who has both experience and expertise within their field. These professionals can help you navigate through the murky waters of estate planning, which includes emerging vehicles, setups, and tax laws.
For additional information on your financial strategy, call or email us today at 800.687.6768 and firstname.lastname@example.org.
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Be aware that no investment advisor will offer legal and tax advice, and no information given should be constituted as such. For that form of consultation, please contact an appropriate tax or legal professional.