Estate Planning

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The Importance of Estate Planning

Managing wealth is more than knowing where to invest; planning for the future should play a major role in your financial decisions. At Citizens Wealth Management Group, our wealth advisors can help devise an estate planning strategy that allows you to make decisions about your future and distribute your wealth as you see fit.

Client Centered

Components of Estate Plans
There are many aspects of a comprehensive estate plan. These are just a few tools our wealth advisors use to develop an appropriate strategy for our clients.

Trusts ensure money goes exactly where it is intended by transferring assets without the hassle of probate. They can be managed by a family member or a financial professional. Our advisors can also help you explore the possible tax advantages of establishing trusts as part of your estate plan.

Charitable Gifts
Including charitable gifts in your estate plan allows you to support causes you care about and may also help reduce estate taxes. Contributions may take the form of cash or other types of assets and can be made in several ways.

Powers of Attorney
A power of attorney establishes who can make decisions on your behalf if you cannot do so. They can be for specific situations, such as healthcare decisions, or broader applications.

Citizens Wealth management Group and LPL Financial do not provide legal advice or services.  Please consult your legal advisor regarding your specific situation.

Personalized Estate Planning Services

Citizens Wealth Management Group provides professional estate planning services to help ensure your final affairs are in order. Contact us online or call (419) 358-0937 today to schedule a consultation with one of our wealth advisors.

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