Estate Planning

THE FINANCIAL REASONS

Estate Plan Documents to Transfer Wealth

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.

Colorado Estate Planning

People live a long time in the United States, especially Colorado. In fact, in a study completed in 2017, Coloradans enjoy the longest life expectancy in the U.S.—by as much as 20 years! That’s why Colorado estate planning is even more important if you choose to make your home here. We invite you to contact us for a complimentary consultation about your personal situation and how we might be able to assist.

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LET'S CONNECT

Schedule a complimentary consultation to discuss your personal situation by calling (719) 597-2179 or sending us a quick email through our contact page. We can meet in person in Colorado Springs or virtually from anywhere at your convenience.

LET'S CONNECT

Schedule a complimentary consultation to discuss your personal situation by calling (719) 597-2179 or sending us a quick email through our contact page. We can meet in person in Colorado Springs or virtually from anywhere at your convenience.

GET STARTED