Protecting your estate and providing for loved ones when you are no longer here requires careful planning. Some questions to consider might include:
These are just a sampling of the many questions to consider when planning for the transfer of your wealth, assets and estate after you’re gone.
The Power of Professional Advice With complex and ever-changing tax laws, you need the trusted partnership found in working with a Janney Financial Advisor. Working with our estate planning experts, your Janney Financial Advisor can help you to design a personalized, customized plan that can protect and preserve your assets for the people, causes and/or charities in your life who matter most. Estate planning involves creating a will or trust, maintaining proper insurance, setting up gift-giving guidelines, reducing eventual tax implications and more. The sooner you design and implement your estate plan, the sooner you can be at ease knowing that your loved ones will be provided for as you intend. How it Works Your Janney Financial Advisor, along with our experienced financial planning professionals will tailor a plan to your specific needs that considers these factors and options which may impact the transfer of your wealth:
Your Janney Financial Advisor will collaborate with your attorneys, accountants, trust officers and any other advisors in your network to ensure that your estate plan is fully prepared and properly managed. Contact a Janney Financial Advisor to get started.
