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Tax Planning & Preparation

Financial Services & Wealth Strategies

Estate Planning & Trust Administration
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Legacy Planning

Legacy planning is an essential step that many people overlook when it comes to financial planning. It involves developing a strategy for how you want to pass on your assets, values and beliefs to your loved ones after you are gone. It means taking the time to identify who you want to receive your assets and ensuring that your wishes are properly conveyed and legally documented.

Legacy planning isn't just for the wealthy; it's for anyone who wants to leave a positive impact on the world and their loved ones. It can help ensure that your assets are distributed according to your wishes, rather than being subject to the default rules of the legal system. It can also help to minimize taxes and other expenses that could reduce the amount of money your loved ones receive. Perhaps, most importantly, it can provide peace of mind to you and those you care about.

Our team is eager to assist you in navigating this process. We'll start by evaluating your existing assets and liabilities and reviewing any estate planning documents you've created such as your will and trust. We'll work with you to develop various strategies for transferring your assets to your beneficiaries, including gifts, trusts and charitable donations.

By dedicating time to craft a legacy plan, you can rest easy knowing your wishes will be honored and your legacy will endure. 

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Securities offered through Avantax Investment ServicesSM, Member FINRA,SIPC.  Investment advisory services offered through Avantax Advisory ServicesSM, Placing business through Avantax Insurance AgencySM and Avantax Insurance ServicesSM. CA insurance # 0J20148. The Avantax affiliated companies exclusively provide financial products and services, and do not provide or supervise tax or accounting services.  This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

Content, links, and some material within this website may have been created by a Third Party and was not written or created by a Avantax affiliated advisor. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Investment ServicesSM or its subsidiaries. Avantax is not responsible for and does not control, adopt, or endorse any content contained on any third party website.