Cautionary Tales of Outright Asset Distribution - Estate Planning Video Series

In this video, we wanted to provide insight into what may happen if assets are left directly to beneficiaries. I share cautionary tales and thought-provoking examples that may help you consider how you want to leave your legacy.

I realize not everyone wants to control what goes on with assets after they pass, and that is okay.

For those who do want some control or guidance for beneficiaries, the best way we have seen to do this is to have a plan in place.

Seeking professional guidance to review your existing documents and Estate Planning can ensure you are putting the proper guardrails on your legacy goals.


Contact us today for more information or a free consultation!
Phone: 267.405.6166
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Fax: 267.405.6166
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Retirement Prosperity Group is an independent financial services firm that creates retirement strategies using a variety of investment and insurance products. Neither the firm nor its representatives may give tax or legal advice. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

Тэги:

#Retirement #Retirement_Planning #Long_Term_Care #Tax_Strategies #Medicare #Life_Insurance #Estate_Planning #Investing #Investments

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