Estate Planning

Determine the Legacy You Want To Leave

Do you know what will happen to your wealth when you leave this world behind? If you haven’t put a plan in place with the legal documentation to support it, your legacy may not be what you have in mind. Estate planning ensures that your desires for your end-of-life decisions and asset distribution are followed, and the Taylor Stone Group team is here to help.

Understanding Your Estate Planning Goals

Before you can establish an estate plan, you need to determine your goals. An advisor can walk you through the process, providing critical considerations. Your plan should include your wishes for handling your affairs should you become incapacitated and who manages your estate when you pass.

Setting Up Your Estate Plan

Your Taylor Stone Group advisor assists with devising strategies for asset distribution that mitigate your tax burdens and those of your heirs and potentially reduce the time your estate spends in probate litigation. Your advisor can also work closely with your tax and legal advisors on the following:

• Will
• Living will
• Trusts
• Living trusts
• Healthcare proxy trust
• Durable power of attorney

If you prefer, we are happy to refer you to a team of outside advisors we work with who are experienced in the nuances and intricacies of estate planning.

Taking the First Step

We know how hard it can be to think about what happens to your loved ones after you pass. Tyler Stone Group can help you make the transition easier with estate planning. Get in touch with us today to schedule a consultation.

The Tyler-Stone Group and LPL Financial do not offer specific individualize tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.