Skip to Sitemap
Mobile Site Search

Planning Your Estate

The goal of an estate plan is to proactively arrange for the organization, protection, and distribution of your assets in such a way that they benefit your designated beneficiaries.
Contact Us
View FINRA's BrokerCheck

This could be planning for or avoiding probate, keeping a farm in the family, passing an heirloom, valuable asset, or a business to another person, or to provide a stream of income and assets for your surviving spouse after you pass.

Questions to consider

  • What happens to our children if my spouse and I both are incapacitated in an accident?
  • What happens to my family, house, assets, etc. if I become disabled?
  • Who will make sure my children, grandchildren and/or other heirs receive what I have provided for them if my spouse dies before all is distributed?
  • What if my surviving spouse gets remarried?
  • What if my children are not of an age to take care of themselves or I want to have some instructions for how they should receive/use their inheritance?

Securities offered through Money Concepts Capital Corp. Member FINRA/SIPC. Premier Wealth is an independent firm not affiliated with Money Concepts Capital Corp. Not FDIC Insured. Not a Deposit. May Lose Value. Not Guaranteed by the bank. Not Insured by Any Federal Government Agency. www.moneyconcepts.com