Estate planning is an essential part of any
financial plan. Many people believe estate planning is only for the
wealthy – a belief that is simply not true. You should have an estate
plan to dictate your final wishes. An estate plan allows you to decide
how your assets are distributed, both during your lifetime and at your
death. Your estate plan should be structured to achieve your personal
objectives and maximize wealth passed on to heirs and charities, while
minimizing taxes and other expenses.
Estate planning begins with consideration of the following questions:
As part of your overall financial plan,
your Ziegler financial advisor will assess your current situation, and
help you determine if there are actions you can take to help plan for
your heirs, carry out your wishes, and minimize taxes paid by your
can be extremely effective estate planning tools for minimizing taxes
and probate fees, and providing for your beneficiaries, both during and
after your lifetime. They may be used to shelter assets from future
claims, while continuing to collect income from those assets. They may
also be used to pass wealth to future generations, or to provide for
Through our strategic partners, your
Ziegler financial advisor has the ability to tailor a solution to fit
the needs of you and your family.
Learn more about trusts and other estate planning strategies.
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