Define the Legacy You’ll Leave Behind

Estate planning goes far beyond creating a will. Effective management of your estate allows you to manage your affairs during your lifetime, and control how your assets are distributed after your death. Having an active estate management strategy can help you to shape the legacy that you’ll leave behind, and ensure your heirs are well provided for when you pass on. It’s not something that should be left to chance.

Managing Your Estate Now

Many people think of estate planning as something that doesn’t kick in until after your death. But in reality, effectively managing your estate begins right now, during your lifetime. Strategies like managed giving and establishing charitable trusts can help you to ensure your wealth is distributed in the way you wish while also protecting your retirement income and minimizing estate taxes.

The team at Stratos Wealth Partners can discuss your goals with your estate and ensure that your estate planning properly aligns with your final wishes. We’ll also guide you through what steps you should be taking now to ensure your legacy is protected in the future.

We’ll Work with You and Your Attorney

We want to ensure that the wishes you’ve outlined in your will are properly executed, and that the decisions you make now will align with your goals for asset distribution. That’s why our advisors will gladly work not only with you, but with your estate attorney, as well as any other professional advisors involved in your estate. Our goal is to ensure continuity and consistency in all of your estate management decisions, and this means making sure we’re on the same page as everyone else who’s worked with you in these matters.

If you have a will, but have otherwise not taken any steps towards managing your estate, contact us to start protecting your legacy and ensuring your heirs are provided for.

Stratos Wealth Partners and LPL Financial do not provide tax and/or legal advice or services. Please consult your tax and/or legal advisor regarding your specific situation.

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