Legacy Planning

Are you comfortable with the estate plan you have in place? Will your existing estate plan support the goals, objectives, wishes, and needs for you and your beneficiaries? There is a common misconception that an estate is only the property that one leaves at death. In reality, it is much more than that. Estate planning encompasses the accumulation, conservation, management, and distribution of an estate.

Estate planning has come to include lifetime financial planning that may lead to increases in a client’s estate as well as the conservation of existing assets. Estate planning should provide financial security during retirement years and facilitate the intended and orderly disposition of property at death. Fort Wealth Management provides estate planning services, not legal advice, and so we work closely with our clients and their estate planning attorneys.

Are you ready to discuss your financial future and how to protect your legacy?