Estate planning—the preservation and transfer of your wealth—is an integral part of wealth management. Beyond transferring assets as you wish, estate planning is an appreciated gift of clarity for your beneficiaries. And, as a task often postponed addressing it can be fulfilling.
With our thorough understanding of your finances, tax law, and a practicing estate planning attorney as a team member, we’ll begin by reviewing your current situation, your intentions, and discuss strategies. Our discussion may include:
This information is not intended to be a substitute for individualized legal advice. Cannon Wealth Management, LLC and LPL Financial do not provide tax and legal advice or services. Please consult your tax and legal advisor regarding your specific situation.