Estate & Legacy Planning
Estate and legacy planning are a very important part of a comprehensive financial plan. At Sharpe Wealth Management, we will work with your estate planning attorney to develop a plan that will align you, your family, and your wealth with your estate planning goals.
We will start by discussing these basic estate planning documents:
- Will
- Durable power of attorney
- Health care power of attorney
- Living will
The more wealth you create, the more advanced your estate and legacy planning will need to be. At Sharpe Wealth Management, we will listen to your goals, discuss these advanced strategies, and work with you and your loved ones in an effort to help reduce estate taxes while maximizing the legacy you leave behind.
The best plan in the world still needs to be updated from time to time. There have been several tax laws changed over the past 5 years that could negatively impact your estate and legacy plan. Make sure you are aware of these changes and have your plan updated accordingly.
Last, but not least, there is no better time than now to take action. Your loved ones are depending on you
Sharpe Wealth Management and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.
“ The idea is not to live forever, but to create something that will "