ESTATE & LEGACY PLANNING

Through our estate and legacy planning services, we can help you arrange your investments and build a financial plan that can be shared with your loved ones.

Estate & Legacy Planning Columbia, SC

Leave your matters in good hands.

Life is unpredictable. You can’t escape fate, but you can certainly plan for it. Preparing for the inevitable can help to reduce stress and anxiety for your loved ones with your passing, while giving you the confidence that you’ve left something for them.

Every minute presents an opportunity to plan for a sound financial future. Contact Modern Family Asset Management in Columbia, SC to get started.

What is Estate & Legacy Planning?

A legacy plan is a crucial facet of the overall financial planning process, offering a plan for your assets after your passing. If you don’t have a plan in place, the management of your estate may not align with your wishes. Having a plan can help ensure that you and your family achieve your long-term financial goals, even if you’re not there to see it all happen.

How We Can Help

Working closely with you, one of our advisors will help you design an estate plan to cement your will and carry out the necessary measures to keep your legacy safe. We can help you with:

How We Can Help

Working closely with you, one of our advisors will help you design an estate plan to cement your will and carry out the necessary measures to keep your legacy safe. We can help you with:

A comprehensive plan

Through financial planning, we can help you build your wealth and guide you toward financial security.

We can then help you understand your accounts, potential taxes and other costs that could impact the wealth you pass on to your loved ones. We’ll set up a plan to help ensure your assets go where you’d like them to go.

Protecting your assets

Regardless of how many assets you possess, one of your biggest concerns should be their protection.

After analyzing your real estate assets, savings, and other investments, we will help you come up with a plan to make sure that they remain safe from the claims of creditors and go only to the people/entities of your choice.

Avoiding mismanagement

Once your property is divided and passed on, there is always the chance of it being mistreated or mismanaged.

By creating an estate and legacy plan, you can rest assured knowing that your estate will be managed the way you imagined.

A comprehensive plan

Through financial planning, we can help you build your wealth and guide you toward financial security.

We can then help you understand your accounts, potential taxes and other costs that could impact the wealth you pass on to your loved ones. We’ll set up a plan to help ensure your assets go where you’d like them to go.

Protecting your assets

Regardless of how many assets you possess, one of your biggest concerns should be their protection.

After analyzing your real estate assets, savings, and other investments, we will help you come up with a plan to make sure that they remain safe from the claims of creditors and go only to the people/entities of your choice.

Avoiding mismanagement

Once your property is divided and passed on, there is always the chance of it being mistreated or mismanaged.

By creating an estate and legacy plan, you can rest assured knowing that your estate will be managed the way you imagined.

Do I Need an Estate & Legacy Plan?

It’s up to you to decide. However, contrary to popular belief, estate and legacy plans are not exclusive to the elites. Anyone, regardless of their level of wealth, can benefit from having one—including you. Having your affairs in order can be a great way

Ready To Create Your Plan?

Contact Modern Family Asset Management now to get in touch with a knowledgeable financial advisor.

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Good Life Advisors, LLC, a registered investment advisor. Good Life Advisors, LLC and Modern Family Asset Management are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: SC, GA, MO, NC - powered by Enfold WordPress Theme