Estate Planning

5 Step Guide to Complete Retirement Security

Estate Planning

Planning for Your Future and Beyond

Estate planning is an important part of managing one’s wealth. It is an ongoing process, which should be started as soon as one has any material asset base to manage.

Complete Estate Planning

Complete estate planning includes the following important tasks:

  • Creation of a will
  • Establishment of trust accounts to limit estate taxes
  • Naming an executor
  • Establishment of a guardian for living dependents
  • Creating beneficiaries for IRAs, 401(k) plans, life insurance policies, and other plans
  • Setting up annual gifting to reduce the taxable estate
  • Setting up durable power of attorney

While some of these tasks may require the assistance of an estate law attorney our advisors can assist with several important steps of the estate planning process.

With many factors to take into account, it is important that you construct a proper plan (which may include managing an inheritance or estate) before making any significant decisions.

Let Us Help You Plan Ahead

Lack of proper estate planning can lead to unnecessary financial burden upon family and loved ones. It is important that one get their estate in order as early as possible. It is also important that one continue to actively manage their estate plan, as factors of their financial situation and personal life evolve. It makes all the difference to have a trusted specialist who can guide you along the way – a service most investment advisors do not provide. At Dash Investments, all clients have access to expert, on-demand guidance and advice. For assistance with estate planning in and around the country, give us a call today or click here to find an advisor in your area.

Estate Planning

Estate Planning 101

A will may be only one of the documents you need — and one factor to consider — when it comes to managing your estate.