Estate Planning

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Estate Planning: Protection for What Counts

Estate planning is one of the most important steps you can take to guard your wealth. It is easy to get distracted by the business of living and delay this critical piece of financial decision-making. Unfortunately, if an unexpected life event occurs, you or your loved ones could lose valuable resources without an estate plan in place. A financial advisor helps bring everything together by customizing a plan to fit your specific needs.

Developing an estate plan allows you to determine how financial resources are distributed when you pass or if you become incapacitated. Knowing that your decisions will be carried out as you choose is invaluable. Trasport Financial Services has strategies for disseminating assets in the ways that matter to you. We specialize in these areas:

  • Wills, trusts, and deeds
  • Power of attorney
  • Health care proxies
  • Survivor planning (widows and widowers)
  • Charitable giving (leaving a portion or all of an estate to a designated charity)

A financial advisor guides you through issues that relate to your situation and provides advice on how to best protect your estate. Estate planning is about putting power in your hands to make choices that continue for years to come.

Trasport Financial Services designs comprehensive financial solutions to fit your life. Contact us to learn more.

Trasport Financial Services and LPL Financial do not offer legal advice or services. Please consult your legal advisor regarding your specific situation.


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