To complete your retirement plan, you need to consider various legal strategies and services. Do you have a trust? Do you have a will? How about Powers of Attorney? Without these items, your financial future can end up far differently than you wish it to. These items can often be very confusing, but don’t worry, we’re here to help you make it simple and understandable.
For example, there are many different types of trusts, and they can be complex to set up and execute. However, a trust can be a very flexible and advantageous means to transfer your assets in the future. Most trusts also provide current benefits, such as tax deferral and deductions. Unlike a will, a trust may avoid probate upon your death. To learn more about trusts and how they may benefit you, please consult a qualified estate planning attorney that specializes in these matters.
Don’t leave these key legal and financial affairs unattended to. There’s just too much at stake! There’s never a better time to start implementing these strategies than today. Call us today to get started together and review your current legacy plan.
Disclosure: Wealth Financial Group West, Inc. does not offer tax planning or legal services but may provide references to tax services or legal providers. Wealth Financial Group West, Inc. may also work with your attorney or independent tax or legal counsel. Please consult a qualified professional for assistance with these matters.
You should always consult with a qualified professional before making any tax or legal decisions.
