The 4 Essential Elements:Estate Planning
We look at our financial life in two phases; one while you are living and the other when you are not. We refer to these two phases your life and your legacy. Think of estate planning as asset protection once you are no longer physically able to make choice and decisions. The goal of estate planning is to ensure that what you will always be in control of your wealth, while you are still living and after you have passed on.
The material in this section is designed to help you both grow and maintain your Estate Plan so you can Live more independent!
- Is Your Trust Paying Taxes At A Very High Rate? Want To Fix That Problem? - In a recent study, we found that nearly 75% of tax & financial advisors use trusts for “Legacy Planning” initiatives. Read More
- Bad Advisors-How To Detect Them and How To Avoid Them - Written by attorney, Roccy DeFrancesco J.D., CWPP, CAPP, CMP and the founder of The Wealth Preservation Institute, his book “Bad Read More