Inheritance Planning

Drafting a will or planning out your inheritance is never an easy thing to do.

It’s an emotional process that takes time and patience. You want to make sure that you’re leaving your legacy behind in the right hands. You also want to sleep peacefully at night, knowing that your loved ones will be taken care of, no matter what happens. By consulting with a personal financial planner, you can be confident knowing that your wealth management includes the present, as well as the extensive future.

Accepting Inheritances

Receiving inheritances can be just as financially confusing as giving them away.

It can be difficult handling the new money you have inherited. To help you figure out what to do with your inheritances, contact Asset Preservation’s financial consultants. We’ll guide you through a specific financial plan to show you the most logical way to handle all of your assets.

Wealth Management Plans

Asset Preservation’s personal financial planners can start your inheritance plan off on the right path. Our financial advisors can help you go over all all the optional plans that fit within your personal budget and expectations, such as:

  • Trusts – We’ll make sure that the inheritances you leave behind for loved ones are received at appropriate ages. One of our financial advisors will also discuss with you the present tax exemptions that are possible by starting a trust.
  • Taxes/IRA’s – IRA inheritances open several financial opportunities. We’ll inform you on the available options and their taxation consequences. Our financial planning firm wants to be certain you and your heirs are aware of every inheritance decision.
  • Estates – Laws concerning estates and their inheritances have changed in recent years. Your financial advisor will get you up to speed with current laws so that when you leave your estate behind, it won’t financially burden any of your loved ones.


Take Care Of Your Legacy

Allow our financial planning firm to simplify this process. Having so many different issues to think about during this process can be exhausting, but don’t forget to think about yourself. You are the most important person and issue during inheritance planning. Do not let emotions or other people negatively affect your plans. This is your life and your legacy, so don’t rush the process.

One of the best things you can leave behind for your loved ones is financial security. To make sure their future is secured, contact one of our financial advisors in Surprise, AZ today.