ESTATE PLANNING

It may become apparent in the middle stages of retirement that you'll have more money than you are ever going to need. You've planned well, saved well and worked hard. At this point a well thought out and disciplined plan needs to be implemented to make sure that your assets not only go to the people you want them to go to, but that they go in a tax efficient manner. It's very important for planning purposes because unfortunately we can never be sure whether or not the estate tax will be reimplemented by future administrations. So, it's always best to plan to pass on money tax free as opposed to fully taxable. Legacy Estate Planning can accomplish these and many other goals, making sure that everything you've worked for goes to those that you love the most or your designated charities.