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Estate Planning: Plan the Legacy You Want To Leave Behind

If you haven’t yet done so, now is an excellent time to think about the legacy you want to leave behind, whether you’re 25 or 65. Estate planning allows you to determine what happens to your asset after you pass instead of leaving it to chance. It also gives you control over important end- of-life decisions.  

Understanding Estate Planning

A good estate plan establishes the legal structure needed for distributing your assets according to your desires while minimizing your heirs’ tax burdens and reducing probate fees. It also sets up the documentation that lays out how you want your care and affairs managed should you become unable to communicate your wishes.

Putting Your Estate Plan Together

Your Staub Financial advisor works with you to determine your goals for your property, investments and cash accounts. The advisor helps you decide which vehicles to use to pursue the goals you have for your estate. An estate plan, working in conjunction with your legal advisor, often includes the following legal documents:

  • Will
  • Living will
  • Trusts
  • Revocable or living trusts
  • Irrevocable life insurance trusts
  • Durable power of attorney
  • Health care proxy trust

With the proper structure in place, you get the security that comes with knowing you’ll leave behind the legacy you desire. Staub Financial is a family-owned and operated business, and we understand the value of choosing your legacy. Let us help you create an estate plan that reflects your wishes and values. Contact us today to learn more about our estate planning services.

Staub Financial and LPL Financial do not provide legal advice or services.  Please consult your legal advisor regarding your specific situation.

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