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Estate & Gifting Strategies

Proper coordination and fiduciary control can have a major impact on how, when, and if your wealth transfers to its intended beneficiaries. We can help you plan the best course for sharing your wealth, and we'll provide an outline of how your estate would be distributed under your current plan to ensure that aligns with your desires. We’ll also help by:

  • Explaining the tax impacts of various gifting and legacy strategies
  • Reviewing the titling of your accounts
  • Helping you coordinate a family emergency plan
  • Periodically auditing your beneficiaries on all insurance policies and accounts
  • Attaching powers of attorney and trusted emergency contacts to your accounts
  • Reviewing your estate and business succession documents

* Arazon Financial Group and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.

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