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Buckets of Assets

Buckets of Assets

| March 01, 2022

How will your assets be distributed after death?

It’s important to know the difference between your estate documents and your beneficiary agreements.

While it may be uncomfortable to think about your legacy, having a sound estate plan in place can make a big difference in the lives of those you leave behind. We want you to be prepared, at least financially, so that when the time comes, we can work with your beneficiaries to ensure your wishes are fulfilled. Below you will find how your assets will be directed after your passing.

Whether you want to preserve family wealth for generations to come or make a significant philanthropic impact, the design for your estate is a critical component. Through thoughtful estate planning, we can help you decide exactly what is to be done with your assets after you're gone.

For over 50 years, our advisors have been helping clients plan for their financial futures. We know that the creation of a well-conceived plan may mean the difference between achieving your objectives or falling short. Our experienced financial advisors will work with you to design your estate planning strategy, as a part of your overall financial plan, to help achieve your financial goals as to the accumulation, preservation, use, and distribution of assets.

Rest assured, we are here to help you every step of the way. Estate planning takes knowledge and experience. Please don’t hesitate to CONTACT US. One of our financial professionals will be happy to help answer any questions you have.