Legacy & Estate Planning

Legacy & Estate Planning is an often overlooked aspect of financial planning. Proper planning can leave your family with a secure and worry-free financial future. When properly structured, you can leave a family legacy that will last for generations. However, be aware that without proper planning, the IRS will take their share of your estate and your assets can be held up in probate for years.

At Schneider Wealth Management, you will work with a team of specialists who will help you prepare and execute an estate plan is that is right for you and your beneficiaries. One of the most often overlooked aspects of estate planning, other than avoiding taxes, is the fact that insurance documents and other contracts may supersede the wishes that you lay out in your will. Making sure all your beneficiary forms are in order, that you are transferring your assets in the most tax efficient manner, and that you have a continuity plan in place to ensure that your loved ones are taken care of while your estate is making it's way through the courts is vital.

Give you and your loved ones the peace of mind that comes with knowing that you have a sound financial plan that takes care of them when the time comes. Start the process today, call 1-817-482-1800.

Questions? Todd Schneider is a fiduciary and a Master Elite Advisor with Ed Slott and Company. Call 817-482-1800 DFW or click here to schedule a no obligation initial consultation.

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