Estate Planning

What is Estate Planning?

As in other areas of financial planning, estate planning empowers you and your loved ones to use your money and assets when you need them most. A well-thought-out plan will have directives for your lawyers and descendants so that they can carry out your wishes regarding finances when you are no longer able to make those decisions for yourself. As you think of the legacy you wish to leave behind, you may have particular desires regarding your remaining wealth.

Estate & Tax Planning | Signet Strategic Wealth Management

Why Make an Estate Plan?

An estate plan fills in the pieces of the puzzle for individuals you leave behind after untimely illness, disability, or death. While working with your legal consultant on your estate planning needs, we can help you create an individualized financial plan that can do any of the following:

  • Preserve Your Wealth for the Next Generation
  • Care For Those You Leave Behind
  • Donate to a Charitable Cause

Start Your Estate Planning with a Professional

At Signet Strategic Wealth Management, our LPL financial advisors can work along with your legal consultant to assist you with your estate planning needs that match your desires. No matter your reasoning, we will help you get on the right track. Contact us today at (805) 267-1226 or by clicking the button below to make an appointment.

Let’s Get Started

Signet Strategic Wealth Management and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.