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Why You Need an Estate Plan
DISCLOSURE: Cetera Advisors LLC exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice.
Many assume that estate planning is only for the wealthy, however, that is not true. In fact, after conducting an assessment of their assets, many are surprised to find that the value of their homes, businesses and investment accounts combined may make them more vulnerable to estate taxes than they realize.
Estate planning can also help you to avoid probate. Probate is the process that transfers legal title of property from the estate of the person who has died. It usually ties up property for months, sometimes even a year, and can further deplete an estates value in legal and court fees.
...With a little planning, you can help ensure that your family has adequate funding and minimize estate taxes.
At Gundrum Insurance & Investments, LLC, we'd like to help develop an estate plan for you that provides:
- Efficient wealth management
- Preservation and transfer of wealth
- Realization of your wishes after you've passed away or can no longer make decisions for yourself
- Valuable legacy for your family
Once we've implemented an appropriate plan, we'll continue to work with you throughout the lifetime of that plan.
Estate Planning
Estate planning is a lifelong process that involves a wide range of legal, financial, emotional and logistical issues. While this may often be awkward or uncomfortable, we'd like to help ensure that you and your family are protected. Handled appropriately, estate planning can be a positive experience that allows you to plan for your future, protect and leave a legacy for your heirs. At Gundrum Insurance & Investments, LLC, we'd like to assist you in taking the steps necessary to protect, conserve and distribute your assets for the benefit of your loved ones. Please contact us today for an assessment of your estate planning needs