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Estate Planning: Trusts, Wills and Legacy Plans
A proper estate plan is essential to maintaining wealth for your family. An estate can have many issues that need to be addressed including:
- Lack of liquidity
- Asset distribution/charitable donations
- Inadequate income at death/disability
- Valuation and distribution of family-owned businesses
- Transfer costs and taxes
Elite Financial Management works with attorneys who can help with all of your estate planning needs. We strive to ensure that your wealth is transferred to future generations in the most efficient manner. We can review your estate documents to help ensure they are current and distribute the assets as you wish. Estate planning documents include:
- Power of attorney
- Charitable trusts
- Special needs trusts*
Get more information on how Elite Financial Management can help you with all of your estate planning needs by calling us today for a complimentary consultation at 214.239.4715.
LPL Financial representatives offer acces to Trust Services through
The Private Trust Company N.A, an affiliate of LPL Financial