Protect your Family's Legacy

legacyEstate Planning isn’t an exclusive activity for the ultra-wealthy.  Simply put, it’s a plan for who will look after your children and what should happen to your assets, if something happens.

Why Estate Planning Is Important

If you wish to ensure that you are in control of what happens to your estate, and if you want to guarantee that your estate is handled in accordance with your directives, then having an Estate Plan is paramount.

Without such a plan, the state, lawyers or individuals that don’t have your interests in mind could determine what happens to your Estate.

What We Can Do For You

Our Estate Planning service includes:

  • Helping you understand the importance of a Will: your will should be the cornerstone of your estate plan. From a simple will to a Testamentary Will, or Joint Wills and Living Wills – we will help you navigate through the complexities so you won’t need to stress over what’s what.  If needed, we can provide a referral to a legal professional.
  • Helping you understand the importance of having Powers of Attorney (POA): Whether it’s to manage specific assets, like your investments, bank accounts or real estate holdings after your gone; or whether it’s meant to help others make health-care decisions in your best interest in case you are ill or incapacitated, you need to have a POA in place to ensure your wishes are followed.  If needed, we can provide a referral to a legal professional.
  • Helping you understand what an Executor's role is in your estate plan: The Executors of your Estate wield strong powers that determine how your Estate is finally dealt with upon your passing. We’ll help you understand the importance of choosing an executor (s) for your Estate, and what criteria you should consider when appointing someone to discharge this all-important role – especially if minor children/guardians are involved.
  • Why you need to designate Primiary and Contingent Beneficiaries: If you don’t choose beneficiaries for your assets carefully (or not at all!), your estate assets might well end up in the hands of individuals that you never intended to benefit. 
  • Considerations for dependents' needs: A well-thought-out Estate Plan will ensure that all of the needs of your dependents (be they minors, adult children, siblings, persons with special needs or aging parents) are taken care of in accordance with your desires.
  • Tax planning considerations: Without a well-thought-out Estate Plan, a considerable part of your estate could erode through taxes, fees and other levy’s, even before your designated beneficiaries see a cent.

Boyer Financial Group, Private Advisor Group, and LPL Financial do not provide tax and/or legal advice or services.  Please consult your tax and/or legal advisor regarding your specific situation.


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