Estate Planning
Congratulations! You’ve worked hard your entire life to build a significant amount of wealth. You’ve been able to stay retired, possibly helped your kids with their first homes, and even put away money for your grandkids. What are some of the next steps and ways to protect your families’ wealth?
Proper estate planning involves a team approach. For many private people, this is new concept, yet you can’t go it alone here. As a CFP®, Phil Guerrero, is trained to coordinate the different areas and people that need to be involved in a professional, private manner. We can work with your other professionals or introduce you to our network.
Some of the topics we will discuss include:
- Wills & Trusts
- Estate Taxes
- Beneficiary Designations
- Probate
- Gifting Strategies
- Long Term Care and Life Insurance
- Powers of Attorney & Medical Affairs
- Benefits of Charitable Gifting