Although SF Financial Services will encourage you to have all of your legal estate planning documents in place as part of your complete retirement plan, including living wills and healthcare power of attorneys, the way we feel we can best serve you is by teaming up with your estate attorney to craft a plan to help you transfer wealth to your family in a tax-advantaged manner. We refer to it as “financial estate planning.”
As people are living longer, keeping more of your money in the family has never been more important. Big mistakes can sometimes begin with something as little as a checkmark in the wrong box. These mistakes can easily be prevented.
You don’t have to be rich to have something of value to pass on to the next generation, and taxes play such a vital role in the retirement planning process that it’s never too late or too early to start preparing.
Inefficiencies, mistakes, and opportunities are often overlooked without the help of an experienced eye. Let us help you keep more of your money and protect the people that you love most. Get a head start on financial estate and tax planning today.