Financial Estate Planning, Much More Than a Will

Strategic Estate Planning Services Lake Wales, FL

It is never too soon to establish and protect your legacy with a solid financial estate plan. No matter the amount of your assets or size of your estate, it is imperative to coordinate a stable estate plan with your financial plan. Financial and estate plan coordination includes asset management, risk management, retirement planning, proper beneficiary designations, planning for long-term care and significant life changes and their potential financial impact on your plan.

Why is Estate Planning important?

A thoughtful estate plan is one of the most loving things you can do for your loved ones to provide direction and reduce fear and anxiety in the event of your disability or death.

What is Estate Planning?

Estate planning is the process of organizing how your estate and assets will be managed in the event of your disability or death. An elder law or estate planning attorney can assist in creating a reliable plan. Our financial advisory team can walk with you through the estate planning process, prioritize your objectives and assist in coordinating with your legal professional to ensure that your estate plan provisions are met. We can also help ensure that your asset management strategies are aligned with your estate planning strategies.

Five Potential Key Elements of an Estate Plan

  1. Will
  2. Trust
  3. General Power of Attorney
  4. Health Care Power of Attorney
  5. Living Will

Professional Preparation

At Family Financial Services, we understand that estate planning may seem like a complex process. We are here to guide you through the process to help ensure that your dreams, values, and assets are protected and managed according to your desires. Call our office today to schedule a financial and estate planning consultation.