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Plan NOW for how your money will be used AFTER.
 for a complimentary meeting to learn more about Legacy Planning.
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The right legacy planning includes:
- Making the most of your retirement money
- Helping you allocate your money in a way that will avoid the most taxes
- Taking care of the charities that you care most about
- Planning all the details of how you would like your inheritance to be spent
Don’t be confused by all the estate planning terms. We will help you navigate through retirement by developing a plan that addresses:
- Inflation
- Taxes
- Asset Allocation
We help you answer questions like:
- What is the most tax favorable way to leave my money?
- Do I need to process any legal documents now that I may not have done already?
- Exactly how do I want my money to be spent?
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LEAVING A LEGACY PLAN
We will all leave this world sometime.
Why leave unanswered questions with those we love?
Provided by Shannon Simon & Forest Hills Financial Inc.
We all want to live a significant, successful life. Yet how many of us realize that our important, positive contributions can last long after we are gone?
Two things are certain: death and taxes. Some of us grasp that reality early, so we create wills, living trusts and estate plans. Others deny this reality and leave their heirs with perplexing questions, added stress and even anger when they pass away. Read More
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BUT, I DON’T NEED ESTATE PLANNING … DO I?
Why estate planning is so important, and not just for the rich.
Provided by Shannon Simon & Forest Hills Financial Inc.
Do you have an estate? It doesn’t matter how limited (or unlimited) your means may be, and it doesn’t matter if you own a mansion or a motor home. Rich or poor, when you die, you leave behind an estate. For some, this can mean real property, cash, an investment portfolio and more. For others, it could be as straightforward as the $10 bill in their wallet and the clothes on their back. Either way, what you leave behind when you die is considered to be your “estate”. Read More
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What do your children know about building wealth?
What would you like to have known at 18, 25, or 35?
Provided by Shannon Simon & Forest Hills Financial Inc.
When you were 20 or 25, what was your level of financial literacy? What did you think of when the nightly news mentioned Wall Street or the Federal Reserve? Did you even care about those things at that time?
Few young adults fully understand how wealth can be built. That’s a shame. Decades from now, many will wish they had started planning to amass wealth earlier in life. How can you encourage your children to start that process? Read More
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