Estate Planning is an often overlooked aspect of financial planning. Proper planning can leave your family with a secure and financially worry free financial future. Properly structured you can leave a family legacy that will last for generations. However be aware that without proper planning the IRS will take their share of your estate, and your assets can be held up in probate for years.
At Guardian Financial Wealth Management you will work with a team of specialists who will help you prepare and execute an estate plan is that is right for you and your beneficiaries. One overlooked aspects of estate planning, other than avoiding taxes is the fact that Insurance documents and other contracts may supersede the wishes you lay out in your will. Making sure all your beneficiary forms are in order, making sure that you are transferring your assets in the most tax efficient manner, and that you have a continuity plan in place to insure that your loved ones are taken care of while your estate is making it's way through the courts is vital.
Give you and your loved ones the peace of mind that comes with knowing that you have a sound financial plan that takes care of them when the time comes. Start the process today, call (512) 844-8200
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Questions? Brian Winterowd is an investment advisor and a fiduciary. Call (512) 844-8200 or click here to schedule a no obligation initial consultation.
Guardian Financial Wealth Management is a licensed insurance agency. Brian Winterowd provides insurance services to clients through Guardian, which is separate from Mr. Winterowd’s role as an investment advisor representative of Portfolio Medics. Investment advisory services are offered through Portfolio Medics. Guardian Financial Wealth Management and Portfolio Medics are not affiliated. The information contained on this site is intended for educational purposes only. It does not constitute financial/investment advice, nor is it a substitute for financial/investment advice. Nothing in this message should be construed as investment advice.