What legacy are you leaving your loved ones?
Estate planning is something we can help you with
In life there are few certainties. None of us can predict what will happen in the coming hours, months, or decades. However, we can plan ahead for different eventualities and ensure that our loved ones and legacies are treated correctly once we are gone.
So when you die, will you be a burden on your loved ones’ finances or time? Who will care for your children or other dependants? Who will receive your most treasured possessions? What might become of your business or investments? How will your estate pay for any outstanding debts or taxes? Will there be legal challenges filed?
At Stonestreet Financial, Inc., our advisors offers comprehensive and compassionate estate planning service for individuals in the Boston, MA and South Shore, MA region. No matter your age or situation we can help you create an individualized plan to ensure that your wealth and assets are properly distributed according to your wishes in the event of your death with minimal tax or legal liability. With a great depth of experience and outstanding courtesy and professionalism, our financial experts will be able to answer your questions and help you design a plan that protects your legacy and ensures that your instructions are respected.
In particular, your estate plan will include elements directing:
- The distribution of your remaining wealth
- The care and guardianship of any minor children
- The care and guardianship of any other dependants
- Trusts and other financial arrangements to manage funds for loved ones
- Your power of attorney in the event you are unable to make decisions for yourself
- Advanced health care directives to address different medical eventualities
- The reduction of your estate’s tax liability
- Instructions and funding for your funeral and other end-of-life expenses
Because each person has different needs and goals, and because your possessions and assets change dramatically over time, it is important to create a personalized estate plan early and regularly update and review the plan as needed. No matter the size of your estate or the different concerns you may have our experienced and insightful financial planners would be happy to assist you in the estate planning process.
Make an appointment at one of our three Boston area offices to speak with one of our estate planning specialists in person or contact us at your convenience by calling (781) 436-5421, emailing firstname.lastname@example.org, or by requesting a fast and free initial consultation online.
Do you have a plan for your estate when you pass away?
To make sure that the transition of your estate happens as smooth as possible requires planning. Contact Stonestreet Financial, Inc. today so we can come up with a comprehensive plan to make sure your estate and wishes are handled the way you want them to.