Preserving Your Legacy and Transferring Your Assets
You’ve worked hard to build your wealth, and you want to see it passed on to your children, grandchildren, and beyond. But have you taken the necessary steps to ensure your wishes are carried out?
Without proper planning, your estate could become entangled in a public court battle, with your assets diminished by taxes and attorney fees instead of benefiting your heirs as you intended.
HORAN Wealth’s estate planning services can help you preserve your legacy. Estate planning empowers you to manage and distribute your assets according to your wishes, maximizing benefits for your heirs or charitable causes while minimizing tax burdens.
Our estate planners will work with you to create a goal-oriented plan that optimizes the tax efficiency of your assets and provides lasting financial independence for you and your beneficiaries.
Ensuring a Stress-Free Future
Many people view estate planning as something to address later in life. However, consulting with an estate planner early on is crucial for building the legacy you want to leave behind.
Our advisors will collaborate with you and your professional team to optimize your planning, manage wealth strategies, and minimize the tax impact on your estate.
Estate planning works hand-in-hand with investment planning by considering the tax implications of appreciating investments and real estate holdings. The goal is to prevent a significant portion of your estate from being lost to taxes and to spare your heirs from tax burdens on their inheritance.
Utilizing estate planning services now can safeguard your family’s future and ensure they are cared for according to your wishes.
Estate Planning Is for Everyone
For many, estate planning is seen as a mysterious process reserved for the wealthy. However, it is essential for everyone.
Whether it’s writing a will, naming a guardian for your children, outlining medical directives in case of incapacitation, or handling other specific issues, anyone who works, owns assets, or has a family can benefit from estate planning.
When done correctly, estate planning ensures that your wishes are honored and that your loved ones can enjoy a more secure future. You can use our helpful checklist to kickstart the planning process and prepare for your meeting with an estate planner.
Start the Estate Planning Process Today
HORAN Wealth’s estate planning services can help you protect your loved ones, preserve your property and assets, and maximize the tax efficiency of your estate. Contact us today to schedule a consultation and take the important first step.