Pensionwealth
Uploaded on Dec 2, 2021
Category
Economy & Finance
The estate planning element of your financial plan may be the most confusing component. From the legal documents to devising a strategy that will maximize the legacy left to your heirs, many people have difficulty understanding what they need in an estate plan. These elements can help you sort out the best estate planning Waltham MA that will suit your needs so you can demystify estate planning.
Category
Economy & Finance
Elements of The Best Estate Planning
Elements Of
Estate
Planning
Pension & Wealth Management
Advisors
Perhaps the most confusing
element in a financial plan is the
estate plan. From the complex
legal documents to the
challenges of maximizing the
legacy left to your heirs, it can be
hard for many people to fully
wrap their heads around what's
needed in their estate plan.
Introduction
4 Key Elements of Estate Planning
Will Trusts Power of
Health Care
Attorney Directives
A will is probably Trusts are legal
the first arrangements It’s the biggest
document you'll that hold assets planet in the Health care directives
function similarly to a
think of when on behalf of a Solar System
power of attorney.
preparing your beneficiary or
estate plan. beneficiaries.
About Us
Pension Wealth has a keen
interest in providing clients a
level of personalized service
with integrity and expertise
that reflects our firm’s core
values and ethics. For high-
net-worth individuals, and
families we have
sophisticated private wealth
management solutions and
can guide generational
wealth transitions. Since our
services are independent
fee-based so we are the ones
whom you can trust!
Contact Us
+17813980077
800 South Street Suite 160
Waltham, MA 02453
https://pensionwealth.com/
https://www.facebook.com/pensionwea
lth/
https://twitter.com/Pension_Wealth
https://www.instagram.com/pensionwe
alth/
Comments