It is estimated that more than 120 million Americans do not have an up-to-date estate plan.**
This is a great time to create a definitive plan for managing your wealth and distributing your estate on your terms.
Preserving wealth from one generation to the next can be complex and time-consuming. Guidance from a competent, experienced advisor can go a long way toward helping make sure your financial goals are shared with your family, friends and the charitable organizations you designate, according to your wishes.
We have helped generations of families develop wealth transfer strategies that seek to reduce estate taxes while pursuing specific legacy and charitable giving goals.
We can help you articulate your estate planning goals and will work closely with your tax and legal advisors to help ensure your financial strategy reflects your estate planning needs. Or, if you prefer, we can provide a referral to our own team of outside professional advisors adept at the intricacies of estate and tax planning.
Whether you use a trust* or another method for accomplishing your long-term estate planning goals, we can assist you in navigating and simplifying today's complex estate planning landscape.
Call me at (239) 939-1888 to discuss your estate planning needs.
Securities and Advisory Services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC (www.finra.org, www.sipc.org). LPL Financial Registered Representative may only discuss or transact business with residents of the following states: FL, IL, IN, KS, MA, MD, ME, MI, MO, NC, NJ, NV, NY, OH, PA, TX, VA.
*LPL Financial Representatives offer access to trust services through The Private Trust Company N.A., an affiliate of LPL Financial.
Tax and legal services are not offered by LPL Financial or Henderson Wealth Partners.
**National Association of Estate Planners and Councils