HELPFUL INFORMATION

Estate Considerations

Your estate does not have to be very large before you need to start making some big decisions that will affect your family's well being for many years to come. More art than science, estate planning is all about developing a plan that secures a long-term future for your family, and ensures your assets will be passed to your heirs in the manner you desire without undue taxation or probate delay. A proper estate plan will also ensure that your assets will be managed as you deem appropriate and your medical preferences followed in the event you become unable to act on your own.

At Independence Financial Advisors, we take the time to understand what is important to you and carefully explain all of your estate planning options. Independence Financial Advisors has assembled a team of professionals to educate and carefully construct an effective estate plan for you and your family. Our estate planning team consists of legal, financial and insurance professionals that meet with clients and regularly run local workshops and seminars.

Attend our Estate Planning Seminar presented by our estate planning team at no charge to you! Learn how to:

  • Minimize taxes on Social Security income
  • Properly title, protect and preserve your assets
  • Avoid probate
  • Keep your money in your family
  • Protect your assets from the nursing home
  • Discount estate taxes up to 90%

Learn about upcoming seminars or contact us to schedule a complimentary estate planning consultation.