James K. Noble CFP®
You control how your wealth will have a direct and lasting impact to your loved ones.
Regardless of your income, Estate Planning is a necessary part of every person's financial planning. It ensures your loved ones are protected and the assets you worked so hard for are in the right hands after you die.
Circumstances in your life can change within the years, like marriage or divorce, death of spouse, having a grandchild, significant increase or decrease to the property or the value of the estate, change of State, medical conditions and others. That means that you need to be flexible with these documents, cause these changes will need to be reflected in all aspects of your Estate Planning process.
Managing your Estate can be time-consuming so you need a financial adviser to view your entire financial picture and manage your Estate Planning within the years, protecting your wealth and your family.
1. IDENTIFYING YOUR NEEDS
Does your family or some of its members have specific needs that you need to account for? Do you have any financial dependents? Are you concerned for the welfare of a spouse or other family members? Do you have a multi-marriage family and beneficiaries with conflicting interests?
2. DEVELOPING THE STRATEGY AND DESIGN AROUND YOUR ESTATE PLAN
The plan may include a trust, last will and testament, and financial and healthcare power of attorney where you can decide who administers your assets and healthcare decisions. Your estate plan will assist your beneficiaries and administrators with a list of instructions to make their job much easier.
3. KEEPING YOUR ASSETS PROPERLY TITTLED AND ACCOUNTED FOR AND YOUR ESTATE PLAN DOCUMENTS CURRENT
Your attorney and dedicated advisor will draft your documents and implement your estate plan. You can rest assured that your assets will be properly titled and accounted for, and your estate plan documents current.
Did you know that you DO NOT need to hire an expensive attorney to create and implement an Estate Plan? Contact us to know more.
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Representatives are registered through, and securities are sold through Nationwide Planning Associates, Inc., Member FINRA/SIPC, located at 32-16 Broadway, Fair Lawn, NJ 07410 Investment advisory services are offered through Nationwide Planning Associates, Inc. Insurance sold through licensed NPA Insurance Agency, Inc. Non-deposit investment products are not federally insured, involve investment risk, may lose value, and are not obligations of or guaranteed by the Broker/Dealer . Nationwide Planning Associates, Inc. is a registered Broker/Dealer.
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There are important things you MUST know if you are within 5 years of retirement.
Find out in this FREE guide I prepared for you.
