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Family Wealth Preservation

HELPING TO ENSURE THAT YOUR DREAMS, VALUES, AND ASSETTS ARE PROTECTECTED AND MANAGED ACCORDING TO YOUR DESIRES.

"IT'S NOT HOW MUCH MONEY YOU MAKE, BUT HOW MUCH MONEY YOU KEEP, HOW HARD IT WORKS FOR YOU, AND HOW MANY GENERATIONS YOU KEEP IT FOR." — ROBERT KIYOSAKI

Family Wealth Preservation

Legacy/Estate Planning

Legacy/Estate Planning

The legacy you choose to leave can have a significant impact on family members, charitable organizations, and communities for decades to come. We help you answer the often-complex questions of what to do and how, and we’ll help you navigate the direction you choose.

While the concept is simple, the vehicles, planning and implementation process can be rather complex because of the estate tax laws and the emerging vehicles to help you protect and transfer your assets effectively. Together with our strategic partners, we will work with you to create a solid strategy for preserving your wealth across generations in order to protect your legacy.

6 Potential Key Elements of an Estate Plan:

  • Will | Living Will
  • Trust
  • General Power of Attorney
  • Healthcare Power of Attorney
  • Business Succession

Professional Preparation

We are here to guide you through the process to help ensure that your dreams, values, and assets are protected and managed according to your desires. Call our office today to schedule a financial and estate planning consultation.

*For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

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