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Estate Planning

Many people don’t think about estate planning until they are retired. In fact, estate planning should start as soon as you have children, so that they will be provided for should something happen to you. Once your children are grown and starting families of their own, your estate plan may include a provision for your grandchildren.

The process is ongoing, and your estate plan will change as you move through life. Your estate plan will include your instructions for the disposition of your assets when you pass away, of course, but it can also include provisions for your care if you should become incapacitated.

We work closely with your attorney, CPA and other professionals as the ‘quarterback’ of your estate planning team. In many situations, simply insuring that your accounts have named beneficiaries or a Transfer of Death (TOD) designation may help avoid probate. With careful planning, we can help manage the assets you’ve worked so hard to accumulate being passed on according to your wishes.


 

Irving Wealth Management and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.