Having a proper estate plan can help ensure our assets will pass on to our loved ones as efficiently and effectively as possible. Executive Financial Group keeps your values, needs, and goals in the forefront as we work together on your estate and legacy plan.
The estate and legacy planning process will set up your will, identify a qualified estate attorney if you do not already have one, organize your assets to pass to the next generation (or two) with the fewest family disputes, minimize the amount in federal and state taxes an estate must pay, and name individuals to make financial decisions for you when you no longer can. We’ll also stay up to date on changes in your life and goals and notify you of any changes in estate laws that may affect your plan.
Comprehensive planning can be complex, including numerous legal documents and insurance strategies. We will support you throughout the preparation process by participating in meetings with your attorney and explaining unfamiliar terms and concepts. We will be there for your family when the time comes to put your estate plan into effect.