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Capital Financial Advisory Group | (919) 657-4201 http://www.capitalfinancialusa.com
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Estate Planning: Tips from the Pros
For most people, estate planning can leave them a bit uneasy as confronting the prospect
of death can be scary and unsettling to say the least. When it comes to estate planning,
you need to be sure that the survivors of your estate understand your intentions.
Write a will. Writing a will is the best way to
ensure that complete strangers aren't the ones deciding how to split up your estate. If
you have children, drawing up a will is especially important that way your children's futures won't be decided by the court.
Choose how your assets will be spent. if you choose to have your assets split up to
cover many different expenses, it is a good idea to have this in writing so the trustee will
be legally bound to make sure the right amounts are used for those expenses.
Review your estate plan annually. Reviewing your estate plan once a year and making necessary changes is always a good idea. You need to consider things like new
family members and people currently named in your estate plan that may no longer be appropriate for the role they have been given.
Work with a financial advisor. These professionals can help you create a specific plan
for your estate as well as your assets. Make sure that the financial advisor you choose is knowledgeable in all aspects of estate planning for your own peace of mind.
The truth is that when your time has come, failing to have a plan in place for your estate
can be costly and cause tension between your beneficiaries. The only way to make sure your estate is protected is to have an estate plan in place. By planning ahead of time,
you can minimize costs, reduce unplanned expenses, and avoid excessive stress and costs that can result from unexpected events.
Estate planning is one of the biggest focuses of Capital Financial Advisory Group because
we believe in making the most of your own property. Contact us today to discuss estate planning to minimize your taxes and direct your estate according to your own vision.
Capital Financial Advisory Group | (919) 657-4201 http://www.capitalfinancialusa.com
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1500 Town Side Dr STE 201 Apex, NC 27502
(919) 657-4201 http://www.capitalfinancialusa.com
