Simple things like proper account titling, power of attorney, trusts and wills are all things that must be in place if you are to truly avoid a drawn-out legal fiasco.
By having the proper estate strategy in place you can eliminate probate and make it easier for your family during their time of grieving. The last thing you should hope for is a legal obligation while your loved ones are mourning their loss.
Over the next few decades, $52 TRILLION IN WEALTH1 will be transferred to the next generation*.
*John Havens and Paul Schervish from the Center on Wealth and Philanthropy at Boston College
1 John J. Havens and Paul G. Schervish. Center on Wealth and Philanthropy Boston College. May 28, 2014. “A Golden Age of Philanthropy Still Beckons: National Wealth Transfer and Potential for Philanthropy Technical Report.”
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at 541-342-SAGE (7243) today!
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Your investment advisor is not permitted to offer, and no statement contained herein shall constitute, tax or legal advice. You should consult a legal or tax professional on any such matters.
It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.
Insurance and annuity product guarantees are subject to the claims-paying ability of the issuing company, and are not offered through Global Financial Private Capital.
*Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.