Estate Planning

Estate planning is the collection of crucial preparation tasks that serve to manage an individual, family, or business owner's asset base in the event of their incapacitation or death, including the bequest of assets to heirs and the settlement of estate taxes.  Some of the major estate planning tasks that Steele Financial Services, LLC, can help its clients navigate include:

  • Limiting estate taxes by setting up trust accounts in the name of beneficiaries or through the strategic use of life insurance policies
  • Establishing a guardian for living dependents
  • Naming an executor of the estate to oversee the terms of the will
  • Creating/updating beneficiaries on plans such as life insurance, IRAs and 401(k)s
  • Setting up funeral arrangements
  • Establishing annual gifting to reduce the taxable estate
  • Setting up a durable power of attorney (POA) to direct other assets and investments
  • Creating a will that is synchronized with the other components of the estate plan

Call Steele Financial Services to schedule a consultation and develop an estate planning strategy!

 

Securities America and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck