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?
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