Estate Planning


By definition, estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death according to your goals and objectives. But what estate planning means to you specifically depends on who you are. Your age, health, wealth, lifestyle, life stage, goals, and many other factors determine your particular estate planning needs. You may have a small estate and may be concerned that only certain people receive particular things. Or, you may have significant assets that will transfer to the next generation or charitable causes. Whatever your needs, we can help you develop a cohesive plan that preserves your legacy.
 



 



 
 
 

 

 
 
 
 
 
 

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Investment advisory services offered through Lumin Financial LLC, which is an independent Registered Investment Adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed on this site.