Estate and Trust Planning
Ensuring your loved ones are always taken care of.
Without careful preparation, misunderstandings coupled with grief can cause turmoil within the family you’ve spent your life caring for.
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Instead, financial estate planning ensures that your wealth is protected even after you’re gone. You’ll be able to carefully select who you want to receive your assets, and how.
Whether you’re just getting into the housing market, know the value of a great investment, or want to spend every day of your retirement on the green in Portugal, we’re here to usher you exactly in that direction.
Book the bucket list trip, knowing your bank account can handle it. Your finances are in great hands.
Estate & Trust planning doesn’t take away from the vibrant life you have today. It’s a tangible reminder to your loved ones that you always had them in mind.
Plan a legacy as someone who thought ahead for those they’d leave behind.
As part of your financial estate planning, you’ll have security instead of leaving it for others to figure out on your behalf.
We’ll help you navigate:
- Wills
- Power of attorney
- Naming beneficiaries
- Life insurance
- Tax advantages
- Charitable giving
What’s important:
You may be surprised to know that Estate & Trust planning should be started as soon as someone is of legal age. This is especially true if a person has dependents or major assets. This type of planning is not reserved for those nearing pension collection.
Regardless of income, being conscientious now about your intentions after you’re gone means your legacy is passed down, your loved ones are cared for, and your wishes are served.
Vibrant Wealth Advisors LLC.
3133 W. Frye Rd., Suite 101Chandler, AZ 85226