In today's modern world, estate planning is no longer just about minimizing taxes and exercising "who gets what" when you die. Quality of life issues involving personal finances, health care - even how critical decisions are made- all become increasingly important to consider as we age.
Prosperity Financial Solutions provides the estate planning tools you need to guide your loved ones and safeguard your legacy, allowing your wealth to have a direct and lasting impact. We know that life can be unpredictable, which is why we work with you to prepare for all of the possibilities.
From foundational estate planning basics to perplexing planning issues—such as complex assets, complicated family situations, or other circumstances – we’ll help you take the right steps to preserve your estate and minimize estate taxation.
Through it you can control the distribution of your assets and possessions, as well as name guardians for your children or plan care for other dependents. While the estate planning process can raise some difficult emotional and personal issues, your heirs will be glad you did it, and you will know that your wishes are assured.
Is there a family member who needs special care or medical attention?
What are the estimated educational expenses when your children reach college age?
How will your family’s overall cost-of-living requirements change?
How will estate taxes affect your assets as they are currently held?
What are the different types of trusts available? What is a living trust, and do I need one?
What is an advance health care directive? Should I appoint a health care proxy in case I can’t make medical decisions for myself?
Who should get my money and other assets when I’m gone? Should I have my beneficiary designations defined for my retirement accounts and life insurance policies?
Book your 30-minute complimentary call now.