Estate & Legacy Planning Strategies

Having estate planning documents, such as a will or living will, doesn't always mean all of your estate planning goals are being accomplished.

There is incredible value in forging a partnership between your financial/wealth advisor and estate attorney. By allowing us to help coordinate your estate planning, we can:

• Help you exert your influence on transferring your assets and values in the event of an illness or death.
• Offer guidance in helping you think about how you might want to divide your assets between descendants or charities.
• Plan to mitigate or prevent extra costs, such as estate taxes and/or probate costs.
• Help you plan to preserve your legacy.

At Ascend Planning & Consulting, LLC we bring tremendous experience and knowledge when it comes to protecting your wealth. We do not provide legal or accounting advice but we will work with your legal counsel and accountant to help ensure you not only a have strong estate plan, but that your finances are secured as well.

A comprehensive wealth strategy includes estate strategies.

For an analysis of your estate plan, contact Ascend Planning & Consulting, LLC today.