Estate planning is about more than just preparing a Will. An estate plan can help you define your legacy, preserve your wealth, and provide you with tax-effective retirement income.
Most importantly, it can give you peace of mind knowing you have prepared for the financial security of your family.
Planning Your Legacy offers you a comprehensive overview of the entire estate planning process. The easy-to-read material covers:
- Estate Inventory
- Your Will
- Powers of Attorney
- Charitable Giving
- Planning Your Legacy
- Estate Planning
- Your Executor
- The Importance Of A Financial Plan
At The Michael Fahy Group, we believe that every individual should have an estate plan tailored to his or her personal circumstances. Developing a comprehensive financial and estate plan is a complex process that requires the expertise of a professional.
Please contact me if you have any questions.