Estate Planning
Estate planning is about wealth accumulation, preservation, tax minimization strategies, and determining a legacy. But financial wealth is only one ingredient in a legacy. There are family members, spouses, children, sisters, brothers, parents, and friends who represent part of a legacy you create.
Estate planning is about wealth accumulation, preservation, tax minimization strategies, and determining a legacy. But financial wealth is only one ingredient in a legacy. There are family members, spouses, children, sisters, brothers, parents, and friends who represent part of a legacy you create.There are values and beliefs that you may want to have forwarded through a foundation, in your community, and/or among your surviving family members. It is here where estate planning holds some of its greatest challenges, because the personal issues and factors that exist in your situation are yours alone.
We can help you navigate through your own maze of personal factors with strategies that can balance financial savings and the personal legacy you seek.
We are not attorneys, but as your financial advisor, we can facilitate the process of decision-making through education and a coordinated effort with your attorney and accountant.
Estate Planning subjects can include:
- Wills
- Trusts
- Living Wills
- Health Care Proxies
- Powers of Attorney
- Medicaid Planning
- Charitable Gifting
- Tax Planning
- Long-Term Care
- Business Succession
- Beneficiary Designations
Neither our firm, Osaic Wealth, nor any representatives of the two provide legal or accounting advice. If legal or accounting advice or other expert assistance is required, the service of a currently practicing professional should be sought.
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Not all services will be appropriate or necessary for all clients, and the potential value and benefit of the adviser’s services will vary based upon a variety of factors, such as the client’s investment and financial circumstances and overall objectives. Neither customized services nor the scope or nature of financial planning should be construed as guarantees of a particular outcome. Comprehensive or holistic financial planning indicates that financial planning will be informed by the material financial and investment circumstances of the client, as communicated by the client to the adviser, but may not consider literally all aspects of a client’s financial affairs. The effectiveness and potential success of adviser’s services can depend on a variety of factors, including but not limited to the manner and timing of implementation, coordination with the client and the client’s other engaged professionals, and market conditions. Vahanian & Associates is neither a law firm nor an accounting firm and does not provide legal or tax advice. Website visitors and clients should consult an attorney or tax professional regarding their specific legal or tax situation. Past performance does not guarantee future results. All investing comes with risk, including risk of loss.
