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
*SagePoint Financial, Inc. does not offer tax or legal advice.
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