Preserve your legacy and protect your loved ones
Transferring wealth requires careful planning to ensure your wishes for the future are properly addressed.
Most of us would like to transfer our estates according to our wishes while minimizing estate taxes and expenses. The best options vary, depending on your age, the type of assets you own, and many other factors — and these options may change throughout your lifetime. Making smart decisions now can reduce the amount that is lost later to various taxes, court fees and many other expenses.
Because an estate plan is a set of living documents, it needs to adjust and change with your life. Too often, a plan gets filed, stored and forgotten. It becomes more out of date as new laws pass and both personal and financial situations change. An outdated plan may be worse than no plan at all.
An estate plan focuses on your family and their future. It contains your instructions for your family’s financial security, your healthcare and your wishes for passing assets on. It affects charities and organizations you support, and the future of the people you care about most.
Investment advisory services offered through Alera Investment Advisors, LLC. Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
This communication is strictly intended for individuals residing in the states of FL, IL, IA, MN, ND, TX, VA, WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.
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Information provided by Alera should not be considered tax or legal advice. Should you require tax or legal information, please consult your tax advisor or attorney.