Partnering For Your Future™.
Why Plan Your Estate?
Many individuals put off planning their estates. Perhaps this is due to a misconception that estate planning is only necessary for the wealthy and only involves tax planning, which can be done "later." The fact is that, regardless of your level of wealth and the ultimate tax consequences of your estate, solidifying the future of your family is probably high on your list of priorities. That's why a well-structured estate plan is invaluable. Through it, you can control the distribution of your assets and possessions, as well as name guardians for your children and plan care for other dependents.
Copyright © 2008 -- Liberty Publishing, Inc. All rights reserved.
Gene G. Stern, CLU®, CRPC, CFP®
President
805 Executive Ctr Dr W
Suite 120
St Petersburg, FL 33702

ph: 727.369.1512
fax: 727.578.4024
toll free: 800.232.3653

Gene.Stern@LFG.com

The Planning Process: Investment Planning

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