Family Wealth Group has a strong belief in protecting what you’ve worked so hard for. As part of that plan, we want to go over what you want to happen when you die. We all die. And believe it or not, there is a way to plan for your demise and what happens to your family and assets when that occurs.
In our meetings we like to cover the following topics and how they pertain to you and your situation:
- Wills and Trusts: Ensure assets pass as intended and avoid probate if desired.
- Spousal Continuance.
- 10 year Rule for Non-Spousal beneficiaries.
- Power of Attorney / Healthcare Directive: Plan for incapacity.
- Gifting Strategies: Annual exclusions, 529 plans, donor-advised funds.
Ready To Take The Next Step?
For more information about any of our products and services, schedule a meeting today or register to attend an educational presentation.
give us a call at 859.309.0349
