Estate Planning and Investment

Estate planning is an often overlooked but important step in securing your financial future and the financial stability of your family.

Estate Planning

Estate planning is an often overlooked but important step in securing your financial future and the financial stability of your family. Careful considerations must be made: have you created a will? Should your estate be left to your spouse or children, or both? Have you considered the allocation of your assets, and does that include a charity? Are you informed about tax ramifications and shelters?

Dreggors, Rigsby & Teal, P.A. can protect your assets and fulfill your wishes, by assisting you in developing estate planning goals and strategies. By including a durable power of attorney, an inventory of your estate, a living will or healthcare proxy and succinct, but thorough instructions to your chosen executor, our advisors can execute those strategies and give you peace of mind.

If charitable contributions are your desire, provisions can also be made for charitable giving. In addition to providing funds for the charity of your choice, leaving all or some of your assets to a charitable organization can help avoid federal estate taxes.

Estate tax laws are constantly changing, and a consultant can assist with navigation. Employer-provided benefits, such as retirement and investment funds, can have a significant tax impact on even the most careful estate planning provisions. Know your benefits, and let us help you put a plan in place to mitigate any potential tax burden to your beneficiaries.

Estate planning is a revolving process, requiring regular updates. Reviewing your plan with our advisors regularly can ensure that the different aspects still meet your requirements. Contact us to learn more.