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Estate Planning Strategies

A Goal Without a Plan is Just a Wish

Estate planning is the process of planning an orderly, harmonious, and tax efficient transfer of wealth to future generation. We will work with your legal advisers to develop a strategy designed to provide for:

  • the fair and equitable distribution of your wealth to your family and charitable interests based on your desires.
  • a simplified estate administration process.
  • a lower overall level of taxation.

Thereby creating the potential for a greater amount of your current estate to be available to use and distribute as you desire during your lifetime.

Effective estate planning enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy should also spell out your healthcare wishes and ensure that they're carried out - even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.

If you foresee inheritance in your future, estate planning is essential. Contact us to schedule your complimentary, no obligation consultation.

Work With Us

You deserve the satisfaction that comes from wise preparation. Let Applied Financial Strategies help you prepare for whatever the future may hold.

Thank you!