Will You Leave A Legacy Or A Mess?
by Chase Reardon, Financial Advisor
When you think about the real priorities in your life — the stuff that really matters — it’s your family.
Planning for your retirement is important, what about after retirement? One of the most important things you can do for your family is to ensure that when you do pass away, your estate is protected. Then you can be certain your assets will go to the people you love- not the government, in the most efficient way possible.
Why is this important?
If you don’t take measures to protect your estate, everything you’ve worked for, including your house, bank accounts, investments and other assets could be tied up in the probate process for a year or more.
It could cost your estate a small fortune in probate and legal fees. And it could even be double taxed by the government; (income and estate taxes to the beneficiaries).
Estate planning is one of those things that people put off.
But that’s a mistake because nobody is guaranteed a tomorrow.
How will you be remembered? Will you leave a legacy, or a mess?
To learn more about how protecting your estate can be part of your overall plan for retirement, contact us at ask@shpne.com.
The content of this advertisement was prepared by TRIAD Partners. The information presented is for educational purposes only and intended for a broad audience. The information does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or Investment Advisory Services are offered through SHP Wealth Management LLC., an SEC registered investment advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk, and unless otherwise stated are not guaranteed. Be sure to first consult with a qualified financial advisor and or tax professional before implementing any strategy discussed herein. Hypothetical examples and illustrations are for example purposes only and individual results will vary. Insurance sales are offered through SHP Financial, LLC. These are separate entities, Matthew Chapman Peck, CFP®, CIMA®, Derek Louis Gregoire, and Keith Winslow Ellis Jr. are independent licensed insurance agents, and Owners/Partners of an insurance agency, SHP Financial, LLC. In addition, other supervised persons of SHP Wealth Management, LLC. are independent licensed insurance agents of SHP Financial, LLC. No statements made shall constitute tax, legal or accounting advice. You should consult your own legal or tax professional before investing. Both SHP Wealth Management, LLC. and SHP Financial, LLC. will offer clients advice and/or products from each entity. No client is under any obligation to purchase any insurance product. Offices in Westborough, Marlborough, Dartmouth, and Braintree are offices of convenience and only used for client meetings. SHP Financial utilizes third party marketing and public relation firms to assist in securing media appearances, for securing interviews, to provide suggested content for radio, for article placements, and other supporting services. SHP Financial has qualified for multiple awards through various contests — some of which were based off of employee/ employer surveys, community votes, and/or paid entries.
