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Estate Planning is the life long process of acquiring, utilizing, growing, preserving and then, finally, transferring your assets. Proper estate planning can help you bypass probate, reduce or avoid estate taxes, and help towards securing your family's future.
Some of the questions clients need to answer are the following:
Estate planning is not just for the wealthy, as many people believe. When you die the government assesses the value of everything you own-your home, your business, other real estate holdings, insurance policies, savings, retirement plan assets, government benefits, personal property, and so forth. Our team of professional's goal is to help you pass on what you want, when you want, to whom you want.
The five most common ways to make sure your estate is distributed according to your wishes are:
Proper estate planning provides a firm foundation for you and your family's financial life.
Click Here to watch our interactive videos about different estate issues.
*Cetera Advisor Networks, Inc, its affiliates and Delco Financial Group, Inc. do not give tax or legal advice. You should consult an experienced professional regarding the drafting of legal documents or the tax consequences of a specific transaction.
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