Your financial estate can ultimately end up in a lot of places other than where you intended.
Did you know that without proper planning, you may unintentionally end up leaving a significant portion of your hard earned assets to the government, creditors, or unintended heirs? Estate Planning is only one of the many steps along the way to building a successful financial future. But beginning at the end is crucial to ensuring that you’ve left a legacy to your heirs and is the first article in a 12-part series written by financial experts. Through the 12-part series, Reilly Financial Advisors will provide you with critical information, actionable steps, and free financial advice to help you plan and prepare for the future. Learn about the importance of Estate Planning, as well as:
- Determine who will care for YOUR minor CHILDREN if the unthinkable were to happen
- Have a say in how YOU are TREATED if you ever become incapacitated
- Control who receives YOUR hard earned ASSETS
- MINIMIZE how much of your estate goes to TAXES and attorneys’ FEES
- Ensure the settlement of your estate remains PRIVATE
Develop an effective estate plan for your unique situation by reading part one of our Wealth Strategies series, a completely free tool to helping you map out your financial future!
Be sure to visit AramcoExPats.com next month to learn more about maximizing your retirement savings by weighing the differences between pre and after-tax contributions, in part 2 of 12.