PERSONAL ESTATE PLANNING
INTEGRATED FINANCIAL SERVICES
Financial Planning, Life Insurance, estate
PERSONAL ESTATE PLANNING - Wealth preservation for you and your heirs.
You have worked hard to build financial security and freedom for yourself and those dear to you, but what will happen to your estate when you pass away?
Estate planning is an essential part of wealth management, particularly if your estate involves significant assets or complex issues. Yet, no matter what your net worth is, it's important to have a basic estate plan in place. Simply because, such a plan ensures that your family and financial goals are met after you die.
Estate planning will allow you to be remembered the way you want. To leave a legacy to the ones you love that reflects your wishes and gives purpose to what you've accomplished in your life. Without estate planning, that likely will not happen.
Estate planning is an ongoing process and should be started as soon as one has any measurable asset base. As life progresses and goals shift, the estate plan should move to be in line with new goals. Lack of adequate estate planning can cause undue financial burdens to loved ones so at the very least a will should be set up even if the taxable estate is not large.
At Integrated Financial Services, we can help you to establish a comprehensive estate plan that will ensure that your estate is set up in a tax-efficient way that benefits you during your lifetime and your beneficiaries after you die.
, Financial Planning
, Life Insurance