Estate Planning is one of the most overlooked areas of financial planning.  It’s not anyone’s favorite thing to discuss.  However, a little bit of careful planning can really benefit your heirs and allow you to leave a legacy long after you’re gone.   

Can you answer all of these 7 questions?  If not, ask us - we can help.

1. Will there be any unnecessary taxes? Involuntary vs. voluntary philanthropy?
2. Will there be adequate liquidity?
3. Will there be adequate income for spouse/survivors?
4. Will assets be distributed properly?
5. Will your business be in the right hands?
6. Is the ownership of your assets coordinated with your estate documents?
7. Will there be any surprises for your spouse or heirs?

*Flautt Financial does not provide tax or legal advice. You should consult a legal or tax professional regarding your individual situation.