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Legacy Planning

Creating an optimal strategy for your estate is more than just managing estate taxes. It’s about organizing assets so they pass to family, loved ones or a charity in the manner you wish. It’s about maximizing how much you leave behind, while ensuring your financial needs are met for the rest of your life.

Most people believe that estate planning is only necessary for the wealthy, but this simply isn’t true. There are many reasons why you should implement an estate plan, regardless of your net worth. Proper estate planning will define who inherits assets and who becomes the guardian of minor children or dependents with special needs. The components of estate planning usually include a will, durable powers of attorney and medical powers of attorney.

ESTABLISHING A TRUST
Legacy planning is critical to ensure family members receive the assets you have accumulated during your lifetime. Regardless of how much money you have, legacy planning is the best way to protect the financial interests of your family when you are no longer here to do so. One tool at your disposal is the Revocable Living Trust. It is an instrument that can help minimize estate taxes and probate exposure. The EPI family of companies has referral relationships with Estate Planning attorneys who specialize in this area.



 

Your investment advisor is not permitted to offer, and no statement contained herein shall constitute, tax or legal advice. You should consult a legal or tax professional on any such matters.


 

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

By providing your contact information, you may be offered information regarding the purchase of insurance and investment products.

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investment advisory services offered through EPI Advisors, LLC, a MI Registered Investment Advisor. Insurance products and services are offered through Protective Planning Group, LLC. EPI Advisors, LLC and Protective Planning Group, LLC are affiliated companies. Estate Planning Institute Group, LLC. Protective Planning Group, LLC. All Rights Reserved. All written content on this site is for information purposes only. Opinions expressed herein are solely those of EPI Advisors, LLC, and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual financial professional prior to implementation. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than the state of MI or where otherwise legally permitted. Please note that representatives of the Estate Planning Institute Group, LLC, and its affiliates are not licensed attorneys. Their representatives provide commonly known and generally available information regarding estate planning and do not provide specific legal advice regarding your estate planning needs. The Estate Planning Institute Group, LLC, and its affiliates strongly urge you to seek qualified legal advice from a licensed attorney in your state of residence who limits their practice to estate planning.