Estate Planning

It’s easy to understand why one might procrastinate on estate planning.  After all, who really wants to sit down and talk about the benefits of planning for potential health issues and/or the loss of life?  At Wealthnest, it’s our goal to make this process understandable.  We believe that it’s easier for you to avoid a problem then it is for you or your family to solve one later.  Your Wealthnest CERTIFIED FINANCIAL PLANNER ™ can determine your estate planning needs and provide guidance on the appropriate steps to complete your estate plan. A financial advisor can be very beneficial to speak with during the following events.

Had A Baby?

Recently Married?

Sudden Inheritance

Our financial clients have access to a consultation with our network of estate planning attorney referrals*.  When applicable, your Wealthnest advisor will collaborate with the attorney of your choice to help provide assistance in transferring assets into your trust(s) and updating your beneficiary designations.

INHERITANCE • LEGACY PLANNING • ESTATE SETTLEMENT
TRUSTS & WILLS • AVOIDING PROBATE • TITLING OF ASSETS

As representatives of LPL financial, we can offer Trust Services through the Private Trust Company N.A., an affiliate of LPL Financial. 

 

*These professionals are not affiliated with, or endorsed by LPL Financial

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.