Legacy Planning

RETIREMENT PLANNINGCOLLEGE PLANNING – LEGACY PLANNING – DEBT MANAGEMENT

Legacy Planning“While no one likes to plan for death, the fact remains that no one lives forever. Unless we prepare for our deaths, there is uncertainty as to where our assets and liabilities will end up when we die. The best way to eliminate some of that uncertainty is through a properly prepared estate plan that incorporates planning for accumulation, protection, and disposition of wealth”
Michael A. Dalton, Thomas P. Langdon “Legacy Planning”

In order to address your legacy planning needs, we start with evaluation of your financial statements, establish your transfer objectives, including family and charities. We help clients transfer property as desired and minimize estate and transfer taxes, avoid probate, use gifting strategies, meet liquidity needs at death, plan for incapacity, and fulfill any charitable intention.

While developing a comprehensive legacy plan for you we work with your legacy planning attorney, a CPA or can make a recommendation if you are looking for one. We develop, implement, review, and update the plan when your family situation changes.

Securities and advisory services offered through NEXT Financial Group, Inc., Member FINRA/SIPC. People Wealth Matters is not an affiliate of NEXT Financial Group, Inc. To view NEXT Financial Group’s privacy and other important information, visit the “Customers” section of www.nextfinancial.com
Investment products and services available only to residents of New Jersey, New York, Pennsylvania and North Carolina.
Neither NEXT Financial Group, Inc. or its Representatives give tax or legal advice. Please seek a professional for your specific situation.