Estate Planning

Estate Planning

Planning for the transfer of assets at death is a critical element of retirement planning especially if there are survivors who are dependent upon the assets for their financial security. Planning for estate transfer can be as simple as drafting a will, which is essential to ensure that assets are transferred according to the wishes of the decedent. Larger estates may be confronted with settlement costs and sizable death taxes which could force liquidation if the proper planning is not done.

Securities offered through Level Four Financial, LLC, a registered broker dealer and member of FINRA/SIPC. Advisory services are offered through Level Four Advisory Services, LLC, an SEC-registered investment advisor. Accounts carried by Raymond James & Associates, Inc. Member New York Stock Exchange/SIPC. Neither Level Four Financial, LLC nor Level Four Advisory Services, LLC offer tax or legal advice. Please contact your tax or legal professional for specific information regarding your individual situation.
 
Level Four Financial Registered Representatives associated with this site may discuss and/or transact securities business only with residents in states where they are registered. Please refer to https://brokercheck.finra.org for additional information.
 

Banner images by Bob Oller: Oller Studios

Insurance Licensed States: Virginia

Securities Licensed States: California, Florida, Georgia, Maine, Massachusetts, Michigan, North Carolina, Ohio, Virginia, Minnesota, Colorado, Pennsylvania, Texas, New York, Arizona, Maryland

Please refer to Our Team page for a list of specific states in which each Financial Advisor is registered to conduct business.

Website Design For Financial Services Professionals | Copyright 2024 AdvisorWebsites.com. All rights reserved