Ellen Dean, Financial Consultant

Confidence Takes Planning

Few things give investors more confidence than knowing that the assets they have worked so hard to accumulate over the years are preserved for their heirs. They are entitled to know that they have control over what happens to their estates when they die. Whether it's providing income for a spouse, educating children or grandchildren, or leaving money to a favorite charity, we all want to know that the proceeds from our estates will be used to fulfill our wishes. Yet, without planning, huge portions of estates are often sacrificed to taxes. How often do we read about situations in which estates are reduced because of estate taxes? It's sad, but it happens frequently.

Ellen can assist you with Estate Planning by coordinating with your attorney and tax advisor to ensure you have the proper documents in place to preserve your assets from unnecessary taxes or a lengthy probate. Regardless of the estate value, a funded Revocable Living Trust should be the centerpiece of every family estate plan. A funded living trust will avoid probate of your estate and provide you with cost savings, control of property and privacy.

Since Estate Planning is one of the most personal endeavors in our lives, it should be handled by trusted advisors who know your family and put their financial well-being above all else. Ellen can also coordinate with Raymond James Trust company if you need a corporate trustee to handle your affairs.

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