Broker Check
 

Estate Planning

At NetWorth Financial, we help families formalize an estate plan to help reduce stress on the surviving heirs. While traditional estate planning designates the distribution of assets, today’s planning offer important benefits such as instructions for your care should you become disabled, providing for family members with special need, and planning for loved ones who may need protection from creditors, divorce or debt.

Estate planning should be an ongoing process to plan ahead for your dependents, minimize taxes and legal fees and avoid probate, when possible. Our team works with our client’s attorneys to create an appropriate plan for distributing their wealth according to their wishes. Estate planning is crucial to prepare for unexpected events as well as to leave a lasting legacy. At NetWorth Financial, we find that our clients and their families feel more secure and confident once they have a proper estate plan in place. Let us help you get your Financial House in Order! To learn more, contact a member of our Estate Planning Team today.