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Estate Planning

Trailblazer Wealth will help you determine what your specific estate planning objectives are. We will review each beneficiary designation for your retirement accounts and life insurance policies to ensure they correspond with your current wishes. We also help you create the estate plan that will help pay taxes, protect assets, and define guardians for minor children.

There may be gaps in your estate planning, which will undermine your ability to pass on your assets to the heirs you desire. Closing the gaps is the first step to saving your estate hundreds of thousands of dollars (if not more) in unnecessary estate taxes!

We consider the following when looking at preservation opportunities and developing strategies to achieve your distribution objectives:

  • Will and trust design strategies
  • Property ownership alternatives, including the review of titling and beneficiaries
  • Estate tax reduction techniques
  • Insurance analysis
  • Qualified plan distribution alternatives
  • Family-gifting strategies
  • Charitable planning
  • Employee stock option optimization
  • Generational wealth planning/family meeting facilitation

Trailblazer Wealth has the resources, experience, and knowledge to provide you with the potential solutions that meet your estate distribution objectives. Your estate plan will reflect your true wishes, and your wealth will be passed to designated family, friends, or charitable organizations.

Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.