Legacy Planning
Legacy planning can be an emotional and complex series of decisions. Whether you want to leave your assets to your heirs or charity or want to develop a succession plan for your business, we can help you design a strategy that allows you to share your life’s successes with others while also leaving a legacy for those you love.
You don’t need to be wealthy to take advantage of some of the legacy planning options available today. For example, trust funds are not only for the super-rich. You need to get comfortable with terminology like Power of Attorney, Payable on Death (POD) and Transfer on Death (TOD), and Next of Kin. When it comes to all of these techniques, you might need estate planners and attorneys to help you navigate the complicated rules around estate planning.
Call us today to ask how we could help you with your estate planning needs.
¹ “Estate Planning,” Investopedia, accessed February 27, 2020, https://www.investopedia.com/estate-planning-4427729
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Advisory services are offered by Safe Harbor Retirement Planners a Registered Investment Advisor in the State of Maryland. Insurance products and services are offered through Safe Harbor Financial Group, an affiliated company. Safe Harbor Retirement Planner and Safe Harbor Financial Group are not affiliated with or endorsed by the Social Security Administration or any government agency.
Licensed Insurance Professional. Provided content is for overview and informational purposes only. By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs. The presenters of this information are not associated with, or endorsed by, the Social Security Administration or any other government agency. 19999 - 2020/4/15
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