Goheen Insurance: Securing Legacies with Expertise and Integrity.
August 21, 2021
Estate Planning
You’ve worked so hard to build your net worth, but it could fall into a sinkhole if you don’t do estate planning.
You’ve worked so hard to build your net worth, but it could fall into a sinkhole if you don’t do estate planning. Estate planning isn’t just for the rich, it is a necessity for everyone. An estate plan will allow you to pass along what you own to whom you want to receive it, the way want them to receive it, and when you want them to receive it.
A will is a good start. Seventy percent of Americans with children under 18 in the household don’t have wills. If you don’t make a will, the courts may decide the distributions of your assets for you. The will should take into account all you own and all the potential beneficiaries. One element of the will should be the living will, where you specify medical directions for life support by artificial means.
Find a Durable Power of Attorney
Another element of the will should be durable power of attorney; this allows someone else to act on your behalf in case you are incapacitated. It’s important that all investment titling and beneficiary designations are working in concert with your will or other estate planning documents.
Speak with your estate and tax planning professionals to evaluate any potential tax ramifications and call us today to learn more about strategies and resources that may help you preserve your nest egg.
Post Tags :
estate planning, Life Insurance, Premium Finance, The Simplicity Company, Tips, Wealth Management
SHAWN GOHEEN
Meet Shawn Goheen, the heart and soul behind Goheen Insurance. Since the early ’90s, Shawn has been more than just a financial advisor; he has been a trusted confidant to high-net-worth individuals. His journey has led him to build strong connections with over 15 specialty lenders and insurance carriers, and relationships with 20+ banks, giving him a rare edge in navigating the often-complex financial world with ease and transparency.
We would love to speak with you personally about any of our services. Contact us today for a free consultation or to learn more!
Still have questions?
We would love to speak with you personally about any of our services. Contact us today for a free consultation or to learn more!
Complete the form above, and a Goheen representative will be in touch within 24 hours with next steps.
At Goheen Insurance, we’re more than just a provider of high-net-worth insurance solutions; we are your partner in securing a financial legacy.
Main
Contact Us
Let’s Figure Next Steps.
© Copyright Goheen Insurance 2024. All Rights Reserved.
