Successful estate plans don’t start and end with legal documents and a lawyer.
Financial professionals can help your estate plans achieve so much more.
Putting together a thorough estate plan is essential for making sure your loved ones receive the intended parts of your estate after you die. But if you don’t pay attention to how those assets are transferred, you could be keeping them from gaining the benefits of what you’ve left for them.
It is important to work with an attorney when devising an estate plan. However, a financial professional can also assist with how your estate plan ties into your retirement plan. But it boils down to working with a team who knows the bigger picture of your financial goals, your retirement plans, the changing financial landscape, and how your estate plans play into all of them.
Successful estate plans don’t start and end with legal documents and a lawyer.
Financial professionals can help your estate plans achieve so much more.
Putting together a thorough estate plan is essential for making sure your loved ones receive the intended parts of your estate after you die. But if you don’t pay attention to how those assets are transferred, you could be keeping them from gaining the benefits of what you’ve left for them.
It is important to work with an attorney when devising an estate plan. However, a financial professional can also assist with how your estate plan ties into your retirement plan. But it boils down to working with a team who knows the bigger picture of your financial goals, your retirement plans, the changing financial landscape, and how your estate plans play into all of them.
Our estate planning services include:
Life insurance policies and analysis
Tax-efficient transfer of assets
Financial planning for beneficiaries
Integrating retirement plans with estate plans
Our estate planning services include:
Life insurance policies and analysis
Tax-efficient transfer of assets
Financial planning for beneficiaries
Integrating retirement plans with estate plans
Our estate planning services include:
Life insurance policies and analysis
Tax-efficient transfer of assets
Financial planning for beneficiaries
Integrating retirement plans with estate plans
As with many aspects of useful financial plans, your retirement planning plays a large role in your overall estate planning. Because if you want accounts like your 401(k) or IRA to be transferred to beneficiaries in a way that’s useful to them, it all starts with making sure those accounts are set up correctly.
Our goal as financial professionals is to understand your estate planning goals and help ensure they’re honored now and beyond your lifetime.
Your retirement accounts have unique requirements that control who can inherit certain assets, as well as provide certain tax benefits for your beneficiaries. From spouses to children, you want to make sure the right people receive the right benefits, and that the taxes they pay (or don’t pay) on those benefits are working in their favor. But understanding—let alone following—all those rules and requirements can be burdensome if you try to go it alone. We’re here to help you avoid that headache.
As with many aspects of useful financial plans, your retirement planning plays a large role in your overall estate planning. Because if you want accounts like your 401(k) or IRA to be transferred to beneficiaries in a way that’s useful to them, it all starts with making sure those accounts are set up correctly.
Our goal as financial professionals is to understand your estate planning goals and help ensure they’re honored now and beyond your lifetime.
Your retirement accounts have unique requirements that control who can inherit certain assets, as well as provide certain tax benefits for your beneficiaries. From spouses to children, you want to make sure the right people receive the right benefits, and that the taxes they pay (or don’t pay) on those benefits are working in their favor. But understanding—let alone following—all those rules and requirements can be burdensome if you try to go it alone. We’re here to help you avoid that headache.
Get Started!
If you’re ready to make sure your estate plans are integrated into your financial plans for your loved ones, then we’re ready to help make that happen. Contact us today to hear more about how we can help you.
By submitting your contact information, you consent to being contacted by E.A. Buck Financial Services. Our firm is not permitted to offer tax or legal advice. Individuals are encouraged to consult with a qualified professional before making any decisions about their personal situation.
Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.” “E.A. Buck Financial Services is not affiliated with the U.S. government or any governmental agency.” and “All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. 1159250 12/21