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. For example, you may have a small estate and may be concerned only that certain people receive particular things. A simple will is probably all you’ll need. Or, you may have a large estate, and minimizing any potential estate tax impact is your foremost goal. Here, you’ll need to use more sophisticated techniques in your estate plan, such as a trust.
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Daniel Altwegg
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Phone (612) 327-9249
Disclaimer
Out of the Box Financial (OTB) is a financial services firm helping clients prepare for retirement and business succession through the use of insurance and annuities. OTB does not offer investment products or advice, and is not affiliated with the Social Security Administration or any other governmental agency. Insurance and annuity returns are backed by the financial strength and claims-paying ability of the issuing company. Investing involves risks, including possible loss of principal. OTB is not a registered broker/dealer. This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, tax or investment advice. By contacting our company, you may be offered information regarding insurance and fixed index annuity products.