Preserving wealth from one generation to the next can be complex and time-consuming.
Guidance from a competent, experienced advisor can go a long way toward helping make sure your financial success is shared with your family, friends, and the charitable organizations you designate, according to your wishes.
We have helped generations of families develop wealth transfer strategies that seek to reduce estate taxes while pursuing specific legacy and charitable giving goals.
- Legacy Planning often includes many non-monetary considerations that need to be documented or communicated to loved ones.
- Charitable Giving can provide tax benefits for you and your heirs.
We can help you articulate your estate planning goals and will work closely with your tax and legal advisors to help ensure your financial strategy reflects your estate planning needs. Or, if you prefer, we can provide a referral to outside professional advisors adept at the intricacies of estate and tax planning. Whether you use a trust or another method for accomplishing your long-term estate planning goals, we can assist you in navigating and simplifying today’s complex estate planning landscape.
TL Financial Group does not provide legal or tax advice. You should consult a legal or tax professional regarding your individual situation.
Will You Be Ready for Retirement on Your Terms?
If you have questions about how prepared you are or how long your income may last in retirement, we will be happy to meet with you to discuss your concerns and your objectives. There’s nothing more rewarding than the confidence that comes with knowing you are on the right path to pursuing your important financial goals.