Building your estate to ensure a secure financial future for your family is not just about creating wealth. Estate planning should include careful planning to transfer the right assets to the right hands at the right time. All your wishes should be correctly documented.We coordinate with you and an experienced estate planning attorney to ensure your successful estate plan covers:
- Right Assets – Review your existing assets and protect your existing and future asset base with insurance if necessary.
- Right Hands – Consider your beneficiaries and how they shall be placed financially on your death.
- Right Time – Review different methods of transferring assets and consider structure, taxation and costs versus benefits.
Larson Financial Group, LLC, Larson Financial Securities, LLC and their representatives do not provide legal or tax advice or services. Please consult the appropriate professional regarding your legal or tax planning needs.