Estate & Legacy Planning
Do you ever think about your legacy? What you’ll leave behind for your loved ones and the next generation? Not just wealth, but also family values. Estate and legacy planning can be deeply personal and technical. And we’re here to help.
Detailing your wishes for your estate and communicating those to your family, are important steps to help ensure that your wishes will be carried out the way you envision.
Many people worry about their children inheriting large, lump sums of money without being fully prepared for it. We can help you navigate family dynamics and create a smart strategy. We can explore whether you need a trust, help ensure proper account titling, and keep beneficiaries up to date.
Then there are the tax implications. Tax laws are always changing on the state and federal levels, so you need strategies to help avoid leaving a large tax burden for your family.
If this all sounds like a lot to think about, that’s because it is. And it’s why we take so much care in helping you through it.
Everyone is unique. Your estate plan needs to be too. We have a client with a special needs son. We were able to tailor her plan to help safeguard his benefits now and into the future.
And if you already have an estate plan in place that might be gathering dust, let’s look at it and see if it needs to be updated. We know these conversations may be tough, but they're vital.
Life is unpredictable, but planning isn't.
Give us a call today so we can look at your situation. It’s just part of the full financial planning process you get here at Rabadeau Wealth Group.
Our family is here for yours.
Every investor's situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. Prior to making an investment decision, please consult with your financial advisor about your individual situation.
You should discuss any tax or legal matters with the appropriate professional.
The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Any opinions are those Russ Rabadeau and Lauren Bollinger are not necessarily those of Raymond James.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Rabadeau Wealth Group is not a registered broker/dealer and is independent of Raymond James Financial Services.
