Estate Planning is an integral yet often-overlooked aspect of financial planning. You need thorough planning to create a strong legacy for your family and future generations to keep them financially secure and worry-free. You must know that without a thorough plan, the IRS will take their share of your estate, and this can hold up your assets in probate for years.

At PLC Financial Solutions, our team of expert specialists will connect with you to assist and guide you in preparing and executing an estate plan that will suit you and your beneficiaries’ needs.

Apart from avoiding taxes, there is another aspect of estate planning that is often overlooked. It is the careful evaluation of the contracts and insurance documents. If they are not aligned in order from the very beginning, your beneficiaries may find hassles during the transfer of your assets in the most tax-efficient manner. Hence, having a continuity plan to ensure that your loved ones are worry-free during the court proceeding for the process is quintessential.

Provide yourself and your loved ones with a thorough peace of mind that ensures that your financial plans are sound and secure to take your loved ones through the difficult times. Do not delay; call (215) 804-9708.

Read These Guidelines For Securely Titling Assets

Questions? Brian Dougherty is an investment advisor representative and a fiduciary. Call (215) 804-9708 or click here to schedule a no-obligation initial consultation.

*Our team can comprise of independent 3rd party providers that might include professionally licensed individuals whose services we incorporate for the betterment of our clients