Legacy Planning & Preservation Services
Ensuring your legacy is left with the people that matter most.
Planning for When it Will Be Needed the Most
Proper legacy planning and preservation is a cornerstone of any successful retirement plan and helps ensure that your wishes will be respected, and your loved ones are taken care of. Legacy planning is a multifaceted process that can be used for a variety of purposes, from helping to preserve your assets for future use to transferring your wealth.
Comprehensive legacy planning helps ensure the management of your assets will be dictated by your wishes throughout your life and may provide a variety of benefits to you, your family, or designated charities. When they are executed and implemented properly, legacy plans may help provide effective disability planning, appropriately utilize exemptions to minimize estate taxes, and provide certain asset protection benefits to beneficiaries.
Helping You Navigate Through Your Legacy Planning Objective
There are many strategies and tools that can be utilized to help protect your wealth and assets for future generations by identifying the right combination of documents:
- Wills
- Durable Powers of Attorney
- Health Care Powers of Attorney
- Living Wills
- Revocable Living Trusts
- Irrevocable Trusts
- Life Insurance Trusts
- Charitable Trusts
- Foundations
- Special Needs Trust
*Variable and fixed indexed annuities are designed to be long-term investments and frequently involve substantial charges such as administrative fees, annual contract fees, mortality & risk expense charges and surrender charges. Early withdrawals may impact annuity cash values and death benefits. Taxes are payable upon withdrawal of funds. An additional 10% IRS penalty may apply to withdrawals prior to age 59 ½. Annuities are not guaranteed by FDIC or any other governmental agency and are not deposits or other obligations of or guaranteed or endorsed by any bank or savings association.
With fixed annuities, both the money you invest, and the interest paid out are guaranteed by the claims-paying ability of the insurer. Investments in variable annuities will fluctuate and values upon redemption may be less than the original amount invested. Investors should consider the investment objectives, risks, charges, and expenses of a fixed and/or variable annuity carefully before investing. Prospectuses containing this and other information about the annuity are available by contacting your registered representative. Please read the prospectus carefully before investing to ensure the fixed and/or variable annuity is appropriate for your goals and risk tolerance.
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Advisors Asset Management, Inc., Senior Retirement Advisors and Janet Pack are not affiliated with or endorsed by the Social Security Administration or any government agency.
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Advisors Asset Management, Inc., Senior Retirement Advisors and Janet Pack are not affiliated with or endorsed by the Social Security Administration or any government agency.
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