You want to maximize the assets you pass along to your children and grandchildren. That’s why it’s crucial to protect your legacy through effective estate planning. HORAN Wealth understands this need and can help you create a goal-oriented plan to minimize taxes and ensure financial security for you and your beneficiaries.
We assist in optimizing these planning opportunities to proactively manage your wealth strategies and explore ways to reduce the impact of increased taxes. As your investments and real estate holdings appreciate over time, consider how a large estate tax bill might affect your children or grandchildren. Take steps now to safeguard their future and make plans for your family's financial well-being.
Checklist
Estate planning is often perceived as relevant only to the very wealthy, but several essential components are important for everyone to consider. Proper estate planning ensures that your loved ones are cared for and your legacy is preserved as you intend. Use this checklist to guide your planning process.