Estate planning can be a crucial part of a financial plan. You have to think not only about your goals today, but also for future generations. Once you have planned retirement and invested wisely, it’s time to focus on how your assets will be managed after your death.
At South Metro Wealth Management, our CUSO Financial Services, L.P. (“CFS”)* Financial Advisors are here to help you. They will be able to assist you by coordinating with your legal and/or tax professional to help develop a plan that aligns with your values. Some things you can expect to discuss as part of the estate planning process are:
- What are your assets and their approximate value?
- Where will your assets go when you pass away?
- Do you have a trust?
To learn more about estate planning and ways to help protect your family, contact us today to schedule a complimentary, no-obligation appointment.