Advanced Generational Wealth Planning, just takes a little time and effort. I encourage you to make a plan to direct where you want your hard earned money to go after your death.
Here are a few important steps towards family wealth planning:
(1) Draft a Trust and Will
(2) Get great tax advice from a Certified Public Accountant
(3) Get great investment advice from a trusted and reputable Financial Advisor.
(4) Update beneficiaries on accounts to make sure they are going POD (payable on death) to whom you intend
and if your own a business; or real property then;
(5) consult with a Business attorney regarding your succession plan and with a Property Attorney regarding any titles which need changed/ updated.
This is a wholistic planning approach to maintaining your wealth and making your "money work for you."
If you would like to take the first step, and draft your Revocable Living Trust with a Pour Over Will then reach out to schedule a free 30 minute consultation with me today. Schedule with me directly on my calendar with the link below:
You can also give me call to schedule a time to chat at 720-556-6584. Looking for an Estate Planning Attorney near me? I serve the entire state of Colorado. I have clients in Jefferson, Summit, Clear Creek, and Denver Counties.