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Estate Planning

Estate planning should be a part of every financial plan. Why? Well, by definition, estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death according to your goals and objectives. The best way to design a strong estate plan is to make sure your estate planner and financial planner are working together and communicating as your financial plan and estate plan are very closely related. 

Estate planning involves more than just tax savings for the wealthy. Estate planning is important to individuals with a wide range of financial situations. In fact, it may be more important if you have a smaller estate because final expenses will have a much greater impact. Wasting even a single asset may cause your loved ones to suffer from a lack of financial resources.

At Total Resource Financial we work with your tax and legal representatives, or help determine the estate planning specialists needed, to ensure that every aspect of your plan is met. Together, we will help you take the steps necessary to protect, conserve, and distribute your assets for the benefit of your loved ones.

Assuming that estate planning is a one-time event is a common mistake made by many. It is important to review and update your estate plan periodically as life circumstances, assets and rules change. Contact Yoanna Marrazzo at yoanna@totalresourcefinancial.com  or 813-571-1233 to schedule your estate planning review today.