“Regardless of your level of wealth, estate planning is a vital part of your overall financial plan. Planning ahead can give you greater control, privacy, and an opportunity to leave more of your legacy to your loved ones.”

Estate planning is the process of anticipating and arranging, during a person’s life, for the management and disposal of that person’s estate during the person’s life and at and after death.

An Estate Plan help you plan in advance, what will happen to your money and property upon death. A proper Estate Plan can help you:

• Decrease estate and probate fees that you pay
• Minimize capital gains taxes on the transfer of property
• Put a business succession plan in place
• Ensure that your surviving family is financially secure
• Avoid family disputes over money
• Get peace of mind, even after you’re gone

We provide Estate Planning Strategies and we work in conjunction with estate planning experts which include our network of accountants and tax lawyers to provide all your estate planning needs.

Contact a Prudentia Advisor for more information on how we can help