Have You Considered Your Legacy?
Your estate plan should be a reflection of the legacy you want to leave.
The most common misconception of estate planning is that only people who have a lot of assets or wealth need it. The reality is that no matter how large or small, everyone has an estate that needs a plan for passing down to the next generation. As your financial planner, we will work closely with your attorney to develop an estate plan that includes all the components that fit your needs.
An estate planning attorney will create an estate plan for you that includes all of your assets. However, if you never update your estate plan as you acquire new property or open new accounts, it can cause problems down the line.
As your financial advisor, we have access to your entire financial portfolio and can work with your estate attorney to create an estate plan that is comprehensive.
At Point 32, we are committed to providing tailored estate planning options to meet our clients' needs and circumstances so that they can be confident their financial legacy is taken care of.
We will guide you through estate and tax laws and work with your estate attorneys and CPAs to help you leave a legacy with minimal administrative burden.
Use this helpful guide to review your estate strategy and start conversations with your loved ones, financial professionals, and legal team.