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You've worked hard over the years to accumulate wealth, and you probably find it comforting to know that after your passing, the assets you leave behind will continue to be a source of support for your heirs, and the causes that are important to you. But to ensure that your legacy reaches your heirs as you intend, you must make the proper arrangements now. There are four basic ways to leave a legacy: (1) by will, (2) by trust, (3) by beneficiary designation, and (4) by joint ownership arrangements.
Lawyer: When choosing a lawyer it is best if they have a good back ground in Estate Planning. They will document your wishes and prepare your Will and Trust, Living Will, etc.
Accountant: One who can effectively calculate all assets and propose how assets can be left with the least amount of tax consequences. Again it is important the accountant also have a back ground in estate planning.
Insurance Professional: One who can bring the necessary products and recommendations to facilitate the orderly transfer of assets to your beneficiaries, provide security for your surviving spouse an heirs. One who is an accredited Chartered Retirement Planning Counselor®. If you have not been with all three of these entities at one time you may have some major flaws in your legacy plan.
Estate Planning: What makes us different?
For starters, our paradigm and how we utilize estate planning accountants, and lawyers to help guide us to the best solutions to your needs. An estate plan with a qualified distribution analyses can reduce taxes by 20 to 50%. The great thing about a QDPA (Qualified Distribution Plan Analyses) it can show you several different options you have to reduce taxes to your heirs. When you were planning your legacy did you meet with a lawyer, estate planning accountant, and a licensed insurance agent with a degree as a retirement planning counselor at the same time to plan the strategies you are using?
Why you should choose a CRPC® designee: