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.

Critical Estate Management Docs

Health Care Docs.

Power of Attorney

Financial Docs

Living Will

Joint Ownership.

Durable Power of Attorney for Healthcare

Durable Power of Attorney

Living Trust

Will

A Will

A will is the most basic estate planning document. A will tells the work exactly where you want your assets distributed when you die.

Life Insurance

Life Insurance can play a critical role in your estate management. Life Insurance can pay for estate expenses. It can be set up outside your estate. You can even gift Life Insurance Policies.

Gifting Assets

Give money away while you are still alive, using strategies for your situation and tactics tailored to you.

A Trust

Trusts can provide very effective management of your assets and their distribution to your heirs.

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.