Estate Planning
Have you considered your legacy?
Your legacy is much more than your assets. It’s your personal values, the memories that carry on and your entire belief system. Your estate plan should be a reflection of the legacy you want to leave.
Learn More From Our Experts
Join Scott Ferguson, Founder, Wealth Advisor of Abundant Life Financial, as he discusses:
- What is estate planning?
- Estate planning for different seasons of life
- Estate planning for business owners
- Estate planning for the wealthy
- And more!
This informative webinar will help you better understand your own estate planning needs and learn how estate planning impacts your overall financial picture.
For a comprehensive review of your personal situation, always consult with a tax or legal advisor.
Write Your Legacy Letter
A legacy letter captures your heartfelt sentiments for your loved one in words. Join Stephanie Huber, Operations Manager at Abundant Life Financial, as she walks you through how to complete one of these important letters. This 20-minute recorded workshop includes:
- Sample outline of letter
- Examples of phrases to kickstart ideas
- Tips for organizing your thoughts and completing one of these important letters
Why Should you Enlist Our Help in Estate Planning?
Estate planning specific to your financial situation
Guidance on navigating legacy options
Help Reduce conflict for your heirs
Tools to get your estate in order for your executor
Explore These Resources
Additional Insights
- When Should I Start Worrying About Putting Together My Estate Plan
- How Estate and Gift Taxes Can Impact Your Financial Plan
- How to Use a Trust as a Financial Planning Tool
- 10 Common Estate Planning Mistakes and How to Avoid Them
- What You Need to Know When Choosing the Right Trustee
- Helping Aging Parents Manage and Protect Their Finances
Legacy Planning
Your advisor is here to help you understand how your assets will be distributed under your current estate plan and existing tax laws. We work with our in-house team of estate planning specialists, attorneys, CPAs, and any of your outside professionals to formalize your wishes. We want to help minimize your estate’s administrative burden and maximize the value distributed to your loved ones and the organizations you cherish.
Comprehensive Estate and Financial Plan Integration
Our Advisors will help you align your estate plan with your financial plan, which includes beneficiary reviews, creating a will or trust, regular updates and reviews, and more. We’ll help you address commonly overlooked items that can create significant risks and complications for your loved ones.