Estate Planning
Estate Planning
Estate Planning is about preserving the assets you have spent a lifetime building. It is about protecting your spouse, children, or other heirs and ensuring that your assets are distributed how and when you want them to be. Finally, Estate Planning is about managing the amount of taxes that may be due after death. There are some fundamental estate management principles that can enable you to manage your financial and personal affairs during your lifetime and distribute your wealth after death. At National Wealth Network, we will work with you to put a plan in place and advise you on the steps you need to take to execute correctly.
This information is not intended to be a substitute for individualized legal advice. Please consult your legal advisor regarding your specific situation.
Understanding Your Estate: Critical Elements of an Estate Strategy
Establishing an estate strategy is crucial, yet many wait too long to put their wishes in writing. Use this helpful guide to review your estate strategy and start conversations with your loved ones, financial professionals, and legal team.