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When you retire, you need to get serious about estate planning and wealth transfer planning. No matter how big or small your estate may be, you will leave a legacy to your family and loved ones. At Franklin Retirement Solutions, we can help ensure you leave a positive legacy.
Proper wealth transfer planning must include a comprehensive consultation with an estate planning attorney. At Franklin Retirement Solutions, we have partnered with The Law Offices of Jeremy A. Wechsler, Esq., a boutique estate planning and asset protection law firm that has worked with hundreds of clients to ensure they have an estate plan that protects their legacy. Don’t rely on a cookie-cutter form from the Internet – your estate plan should be customized for you and your family.
By planning effectively now, you can ensure you are remembered fondly long after you’ve taken that last limo ride. You can shape the lives of your children and grandchildren so that they are strong independent individuals, and you craft this legacy while you are still alive!
Estate planning is more than just trying to keep the largest share out of Uncle Sam’s grip. It’s also about intangibles: passing down lessons and values and ensuring your accumulated wealth will be a positive force in your heirs’ and, if possible, your community’s lives.
Essential estate planning includes a valid Last Will and Testament, a Durable Financial Power of Attorney, and Advanced Health Care Directives. But you may need an asset protection trust, special needs trust, or revocable living trust.