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Estate Planning

Your legacy isn’t just measured with numbers. 

Often, your wishes, dreams and values are worth even more. We at Legacy Wealth Strategies, can help you build and maintain the right estate plan.

Are you “wealthy enough” for estate planning? Absolutely!

Why should you have an Estate Plan

Whether the estate’s worth $100,000 or $100 million, your need proper planning to ensure that loved ones are not burdened financially upon their death. A proper estate plan can:

  • Preserve assets and distribute them in the way you choose
  • Protect minor children
  • Fulfill obligations to a child or sibling with special needs, or to elderly parents to provide continuity of care
  • Secure a spouse or partner from financial hardship
  • Give children and/or grandchildren a financial foundation on which to build
  • Ensure stability for yourself and family in times of sickness or medical incapacity
  • Leave a social legacy to your community through a charitable bequest

Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional
regarding your individual situation

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (614) 832-4994

Take Steps Today to Manage Your Estate Tomorrow

In this ebook, you'll learn the critical elements of an estate strategy. Considering these crucial details may help an executor uphold your values, goals, and desires for your estate.

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