How do you want to be remembered? Because this is an often difficult subject to think about, the financial professionals at Investment Concepts, Inc. can make it easier for you to plan a legacy for your assets. It is an intricate and complicated process that can include many different components, as illustrated here:
Investment Concepts, Inc. Elite Advantage: To work diligently to establish an interactive relationship with other key financial professionals in your world, e.g. C.P.A, Estate Attorney, etc.
Our estate planning process includes:
- Analysis of your current estate plan and concerns
- On-going consultations with your attorney
- Assistance in the transferring of assets to various trusts that coordinate your legacy as you have planned
- Guidance with the appropriate and necessary steps in the event of a death of a loved one
Disclaimers
*SagePoint Financial, Inc. does not offer tax or legal advice.
The information being provided is strictly as a courtesy. When you link to any of these web-sites provided here, you are leaving this site. Investment Concepts, Inc. and SagePoint Financial, Inc., make no representation as to the completeness or accuracy of information provided at these sites. Nor are the companies liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. When you access one of these sites, you are leaving Investment Concepts Inc., website and assume total responsibility and risk for your use of the sites you are linking to.
