Estate Planning: Simplified
Estate planning is more than just a legal process; it’s about securing your financial future and ensuring your hard-earned assets are managed and distributed according to your wishes. At Progress Wealth Management, we understand the importance of this and offer a straightforward approach to guide you through it, and with our software, simplify the drafting, planning, and maintenance of your documents so you know what your family should expect upon your passing.
Our Approach to Estate Planning
Our strategy is tailored to your unique needs, focusing on maximizing your financial benefits while minimizing tax liabilities. We help you understand the complexities of estate planning, ensuring you make informed decisions. Whether you’re planning for retirement, looking to transfer your business to the next generation, or simply ensuring your assets are distributed as you wish, we’re here to help.
Here’s What You’ll Get From Hiring Us To Help You With Your Estate Plan
You’ll get documents that are drafted by our estate software. Note: We’re not attorneys & you will not be getting legal advice from us but our software is excellent. You’ll get the same estate documents that you’d normally get from an attorney and you’ll be educated by your financial planner at every step of the way to ensure you understand the documents and options available.
You’ll get a specific, step-by-step estate report so you know what circumstances you’ll leave your family in following your passing. An example is included below.
You’ll get help implementing every single step of your estate plan from your financial planner.
Why Choose Us?
Personalized Strategies: We understand that each individual’s situation is unique. Our plans are customized to align with your long-term goals.
Expert Guidance: Our team is skilled in various aspects of estate planning, from understanding tax implications to asset distribution.
Client Education: We believe in empowering you with knowledge. You’ll gain insights into the principles and strategies essential for effective estate planning.
Free Estate Plan Updates – We can draft and update your estate docs at no added cost to you when it makes sense. This is only feasible due to our software. We aren’t attorneys and won’t be giving you any estate planning advice, however, we can provide access to an attorney for $200 per consultation.
Estate planning is just one aspect of what we offer. Our services extend to investment advisory, tax planning, and cash flow management. We’re committed to helping you understand and manage your assets and financial objectives comprehensively. Each of these work hand-in-hand with your estate plan.
Ready to Plan Your Estate?
If you’re looking for a clear, personalized approach to estate planning, Progress Wealth Management is just a call away. Let us help you secure your financial future and give you peace of mind.