Broker Check

E S T A T E   P L A N N I N G

.

<strong>What Is Estate Planning?</strong>

What Is Estate Planning?

Estate planning is the act of preparing for the transfer of a person's wealth and assets after his or her death. Assets, life insurance, pensions, real estate, cars, personal belongings, and debts are all part of one's estate.

Estate planning is not only about tax reduction, it also involves creating a strategy to ensure that your assets will go where you want them to under the terms and conditions that you set. At NFN, we will work with you and your attorney to create a detailed inventory of all your assets and help clarify the ownership and beneficiaries. Your strategy will be accessible on-line using our secure system.


<strong>How Can We Help?</strong>

How Can We Help?

We will assist you in coordinating everything from the basic tools such as:

  • Wills
  • Health Care Proxies
  • Durable Powers of Attorney

For more advanced tax reduction strategies we discuss:

  • Trusts
  • Family limited partnerships
  • Gifting
  • Charitable Giving


Though we do not provide or charge for legal services, clients find our ability to outline the variety of strategies available to them in simple, easy to understand terms a productive first step before meeting with an attorney. Once our clients develop an understanding of the options they might consider, we refer them to an outside attorney or can work directly with their existing lawyer.

*Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or
accounting professional regarding your individual situation.

<p>Estate Management 101</p>

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Learn More