z.Estate Planning

Duncan Financial Estate Planning Services

It’s a common misconception that estate planning is only for the wealthiest one percent. In reality, estate planning helps you easily transition assets to loved ones while streamlining the settlement of an estate. Financial services firms like Duncan Financial Group can guide you through the intricacies of estate preparation; planning ahead to reduce some of the financial discomfort of your passing.

Trusts, Wills, and Inheritance

Your family and friends cherish your wellbeing and presence in their lives. When it comes time to plan your estate, it is likely you will want to bequeath possessions to them. A financial advisor can work with you to itemize and distribute assets to whomever you wish.

Duncan Financial Group can work alongside your attorney and CPA to develop comprehensive solutions to your estate concerns. We are experienced in the creation of trusts and wills – vital estate documents that determine where, when, and how assets will be distributed. Whether to use a trust, will, or both is dependent on your unique circumstances

 

Preparing Your Family

 

Passing without a will or trust leaves loved ones ensnared in the intestacy laws of the state in which the property resides, all while they struggle to settle your debts and divide remaining assets. A financial planner can help each step of the way from outlining final plans to acting as a sounding board for the difficult conversations of expressing last wishes to loved ones.

You must also choose an executor of your estate. Depending upon family dynamics, this could be an easy or difficult decision. Either way, it should only be made after considerable thought and deliberation. Upon your passing, Duncan Financial Group will work directly with the executor of your estate to easily transition assets to chosen beneficiaries.

Taxes

Among the many benefits of estate planning, tax advantages are often overlooked. Through proper preparation, your beneficiaries can potentially be shielded from a sizable tax liability. When preparing your estate, we consider all of the tax implications associated with your investments.

Your estate is your legacy. Make sure it has a proper plan.

 

One call. One company. ALL under one roof.

One call. One company. ALL under one roof.