What you value is more important than what you own. To follow through on your commitments -- to yourself, your family, and your ideals -- you need to think ahead.
A personalized estate plan is crucial to protecting your family and your legacy. A well-constructed strategy can help address your specific estate planning needs including:
Potentially minimizing income and estate taxes
Transferring wealth from one generation to the next
Developing charitable gifting strategies
Aligning existing portfolios and retirement accounts with your estate plan
Neither Erik Olsen nor Erik Olsen Financial offer tax, legal or accounting advice. Please consult with your professional advisors regarding your particular situation.