Why is Estate Planning Important?
Estate planning is an integral component of holistic planning. The proper planning can have a monumental impact on your loved one’s life. Documents such as power of attorney, end-of-life planning and designated beneficiaries must be accurate and up to date.
As part of the estate planning process at OneTeam Financial, we offer an organizational Family Estate binder as a tool to evaluate your current plan and fill in any gaps you may have. We coordinate with legal professionals for advanced planning needs.
- Family Estate Organizer
- Beneficiary Designation Review
- Family Succession Plan
- Probate Avoidance Strategies
- Vets assisted living facilities
- Legal Document Review
- Collaboration with trust & estate attorney
Ready to maximize income, minimize taxes and protect your family?