What kind of legacy do you want to leave? Do you know how to achieve your goals of sensitively and intelligently passing your assets to your loved ones? If your goal is to spend down all of your assets before you die, do you know how to create and maintain a plan to do that?
Estate planning is one of the cornerstones of financial planning. Family relationships, taxes, and execution of the estate plan are all moving pieces that we can help you manage.
Pharos Wealth Management has a relationship with LPL Financial to leverage the resources that are necessary in creating a properly structured plan, such as:
Planning for the rest of your life and your heirs life is a careful and important process that deserves to be approached with professionalism, experience and care.