Estate Planning

Approximately 70% of Americans die without a will. Many want the peace of mind knowing that their family is taken care of in the event of death. A comprehensive financial plan includes estate planning. What do people want?

 

 

• Efficient transfer of wealth to their loved ones
• The right plan at a fair price
• To minimize lawyer and court fees
• To minimize the time and hassle of probate
• To minimize estate taxes (avoid Uncle Sam as a senior partner)
• An advisor to explain confusing estate planning concepts in simple terms
• To make a charitable gift in a way that maximizes the gift—minimizing taxes and creating a lifetime income stream—this is smart giving

To find out if your estate is protected through a no-cost consultation, click here or call Bruce R. Olmstead, CFP® at 678-364-9330.

Nice things to know:

A Simple, Comprehensive Estate Plan should include:
• A will
• A living will
• A durable power of attorney for finances
• A durable power of attorney for health care.
(Also, adding a Trust might be a benefit for you or your family.)

Related Information:

• Wealth Management
• Financial Planning
• Retirement Planning
• Charitable Giving