Wealth Transfer | Webb Investment Services

{ WEALTH TRANSFER & ENHANCEMENT }

Wealth Transfer & Enhancement

Money is a topic that many families are often uncomfortable talking about and death is even more uncomfortable. However, developing a plan to enhance, grow and transfer your assets can help avoid undesirable surprises before and after the death of you or your spouse. Making choices about how your assets are titled and the key people fulfilling the roles in your estate plan is an important undertaking and one that should be handled sooner rather than later.

FAQs

Start with your own financial plan to make sure you have planned for unexpected healthcare costs, taxes and other types of living expenses that you might encounter over the remainder of your life and make sure you plan long enough. Think about where or how you might want to live in 5, 10 and even 20 years. Assuminga long-life will set the stage for developing a strong and sustainable plan for transferring your wealth.

Your estate planning attorney will help you determine what is best for your circumstances, but here is a list to consider:

Copies of Beneficiary designations
Your will
Any Trusts
Your Power of Attorney
A Health Care Power of Attorney and a Living Will or Medical Directive.
With many of these documents you will be determining key roles such as personal representative or Executor, Trustee, Guardian

Building your Brain Trust with a trusted Financial Advisor, Estate Attorney and CPA can help you develop a plan that focuses on what you want. Webb Investment Services can be a key member of that team.

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Any opinions are those of Laura Webb and Faith Doyle and not necessarily those of Raymond James. This material is being provided for informational purposes only and is not a complete description, nor is it a recommendation.

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Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.