You probably already know how important it is to have an estate plan in place to protect your assets for your heirs, but do you know what kind of plan will best meet your needs? Traditional estate plans can take care of most of the basics of distributing your wealth to whom and in the manner you have chosen. But is that truly what you see as your legacy? These days, we have many tools at our disposal to leave behind much more than just instructions for financial assets.
Field Law PC Offers Legacy Wealth Planning
When you request your free copy of our book, Your Legacy Matters: How to Protect Your Family and Preserve Your Wealth, you will learn about your options for conveying not only your wealth, but your values, wisdom, life lessons, family history, and precious memories as well as treasured personal items and family heirlooms through our unique Legacy Wealth Planning program. Our book covers a range of wealth planning topics, including the following:
- Living trusts
- Joint ownership
- Naming beneficiaries
- Living probate
- Estate taxes
- Remarriage and divorce
- Building your family’s true legacy
- Planning for children with special needs
- Stretching retirement assets
- Much more
We know that this comprehensive guide contains a lot of information and we are here to help you go through it when you are ready to start your legacy planning. In the meantime, we invite you to read it at your leisure and call if you have any questions.
Fill Out Our Form to Order Your Guide Now!
Just by visiting our website, you have taken an important first step in planning for your future and the future of your heirs. Take the next step by ordering our free book. If you have looked into writing an estate plan before, you will immediately see the difference in our Legacy Wealth Planning program—and we think you’ll like what you see. We look forward to hearing from you!