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Estate Planning

Planning for your estate involves the consideration of many factors including tax, investment, and retirement decisions. The various planning areas along with your family distribution wishes serve as your guide to work towards your personal objectives.

Why you need an estate plan

With an estate plan, you can:

  • Preserve your wealth for later generations.
  • Provide support and financial stability for your surviving spouse, children, and grandchildren.
  • Minimize taxes and expenses that accompany transferring assets. 
  • Provide sufficient cash to meet expenses and prevent the forced sale of assets.
  • Avoid problems for your loved ones by ensuring that the beneficiaries named on your life insurance and retirement plans are the people you want to benefit.
  • Set and meet expectations of your survivors so there is no confusion or misunderstanding.
  • Make sure your wishes are carried out when you can no longer manage your affairs. It's important to have both a power of attorney and a living will .
  • Support a favorite charity or cause with a gift of money, securities, or other property.
  • Protect your family's privacy with an estate plan designed to prevent your will from becoming public record.

Since an attorney is most qualified to draft estate planning documents, Carr Wealth Management, LLC, has formed affiliations with local estate planning attorneys who can help depending on your specific situation. Please take advantage of the no-charge initial consultation to discover how Carr Wealth Management can help you pursue your goals and objectives.

Legal services are not offered, nor endorsed, by Carr Wealth Management, LLC, or affiliated advisors.

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