Without a clear plan, your family could face:
But it doesn’t have to be that way.
Our Estate & Legacy Planning services ensure that your assets are distributed exactly as you wish, while avoiding probate and unnecessary headaches for your family.
We’ve already helped hundreds of families secure their legacy and prevent legal troubles.
You could be next.
Click below to register for my Free Masterclass to get a clear understanding of why you should have an Estate Plan.
Whether you have personal accounts, business properties, or other valuable assets, it is vital to have a comprehensive plan in place for their seamless transition.
Failing to plan properly can result in unintended consequences for your loved ones, leaving them facing financial and emotional difficulties.
At Ascend Financial Services, we take great pride in helping our clients confirm their estate and legacy plans. Your written plan works hand- in- hand with your retirement strategy, outlining beneficiaries and providing a secure and detailed transition strategy.
We prioritize the success and well-being of our clients and their families.
Our Estate & Legacy Planning services encompass a range of crucial aspects, so that you can have greater confidence knowing your assets are safeguarded for your family’s future. We offer:
Wills and Revocable Trusts
Make sure your family is fully protected by creating a comprehensive will or revocable trust. Errors in these documents can add unnecessary pain and confusion to an already challenging time. We excel at crafting these legal instruments to provide you with peace of mind.
Beneficiary Review
Be confident knowing that your loved ones will be looked after according to your wishes. Estate planning is an act of love, and we’re here to guide you every step of the way.
Clear Up Legal Confusion
Avoid potential legal issues and disputes by having a well-drafted plan. We ensure that your wishes are crystal clear and legally sound.
Feel Comfortable Knowing You're Cared For
Your well-being is paramount to us, and our Estate & Legacy Planning services are designed to provide you with comfort and assurance.
Inventory Your Assets: Gather details on all assets, including property, accounts, and digital assets.
Review Beneficiaries: Ensure beneficiary designations align with your current wishes.
Set Clear Goals: Identify your priorities—protecting loved ones, minimizing taxes, or charitable giving.
Plan for Family Dynamics: Consider life changes and potential conflicts; ensure your plan fosters harmony.
Let the me help you craft an estate plan to protect your family’s assets and legacy.
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Ascend Financial Services offers estate planning resources and support for their clients. We are not a law firm and do not provide legal or tax advice.