Wealth Transfer
According to most legal experts, a staggering 70 percent of Americans die each year without a will. When you become a Financial Foundations client, we can employ a wide variety of instruments to make sure you’ll be able to transfer your wealth and assets to your loved ones. These include:
- Wills, Deeds and Living Trusts
- Family Living Partnerships
- 529 Plan Accelerated Gifting
- Stretch IRA
- Estate tax strategy
- Contracts/legal documents & Power of Attorney
- Legal advice/notarization
- Business Continuation Plans
- Buy/Sell Agreement
- Healthcare Proxy
- Custodial Services
Planning for Life®
- Income Tax & Cash Flow
- Wealth Management
- Wealth Protection
- Wealth Transfer