Difficult subjects are usually the ones we put off talking about. It’s human nature to avoid these discussions. But if you haven’t established an estate or legacy plan, your loved ones could be left with a burden. Ultimately, a legacy plan is what ensures that your wishes are upheld at the time of your passing. While legacy planning is a complex and emotional subject, it helps to guarantee that your assets are preserved and your family’s burden is minimized.
Legacy and Estate Planning from Wheeler Financial Solutions
Wheeler Financial can help you develop a plan to reduce the stress associated with the loss of a loved one. Our experienced team is sensitive to your wishes and can provide the guidance needed to help you further prepare for the future. Our estate and legacy planning solutions include:
- Living trusts
- Last will and testament
- Lifetime gifting
- Joint ownership
- Beneficiary designations
- Life estates
If you would like more information about estate and legacy planning from Wheeler Financial, reach out to us to begin a conversation.