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Estate Planning

Plan Now for the Welfare of Your Beneficiaries

You've worked hard for years to provide for your family, and you want the assurance that comes with knowing your loved ones will continue to benefit after your death. Estate planning is vital to ensuring that your assets are distributed strategically and that your loved ones aren't weighed down with unnecessary tax burdens.

Document the Vital Details of Your Estate

Your estate plan does more than direct how details are handled after your death. These plans also provide for protection should you become unable to make decisions in your golden years. There are many legal documents that outline where, when, how, and to whom your assets, including property and cash, are distributed:

  • Durable power of attorney
  • Living will
  • Living or revocable trust
  • Life insurance trust
  • Personal property memorandum

At Ledwith Financial Wealth Management, we help you make decisions and complete the paperwork necessary to transfer your wealth to your beneficiaries as you desire.

Ledwith Financial Wealth Management and LPL Financial do not provide legal advice or services.  Please consult your legal advisor regarding your specific situation.

Start the Process Today

It only takes one health scare to make you realize the importance of estate planning while you're young. Our financial planners review your existing financial situation, your short-term goals, and your long-term goals. We then work together to establish who carries out your desires and the appropriate ways to distribute your property, possessions, and other assets. Your completed plan should be a reflection of your goals and values, immortalizing your love and concern for your beneficiaries. Contact us today to put your plan into action.


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