Preserve Your Legacy with an Estate Plan
An estate plan works to shelter assets from unnecessary taxes and fees and efficiently transfer those assets to your family in the most effective manner. In order to ensure your final wishes are honored, it’s important to create an estate plan that will help you preserve your legacy and assist your beneficiaries during the transition process. Let Jensen Financial Group help you to:
- Prevent probate
- Ensure heirs receive what was intended through proper beneficiary designations
- Leave a legacy through life insurance
- Stretch your IRA to be multigenerational
- Reduce taxes and fees associated with an estate transition
To preserve your legacy, your journey begins here. Register to attend an upcoming workshop or call 919-827-1684 to schedule your complimentary risk analysis today!