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:
- Building a financial plan (roadmap) to establish where you are now and what your financial picture is likely to look like later in life.
- Working closely with you and your attorney to create the perfect estate plan for you and your family.
- Reviewing beneficiary designations, taxes, and strategies to maximize the efficiency of your transfer of wealth.
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.
