Register for Client Education Seminar. Learn More »

The Importance of Estate Planning

by AOG Wealth Management

Estate planning isn’t just for the wealthy. Anyone who owns “stuff” should do it, and it’s actually a crucial step to help ensure the long-term comfort and financial security of your loved ones after you’re gone. Read on as AOG Wealth Management discusses this important component of your overall financial planning.

Estate Planning

Estate Planning Protects Your Assets

The main benefit of estate planning is that it can prevent your assets from ending up with the wrong beneficiaries. Estate planning is essentially designating heirs of your assets whether that asset is physical or liquid. Without an estate plan in place, the court will be the one to decide where your assets go, and that could take years to do.

Estate Planning Can Lower the Tax Burden on Your Heirs

Estate planning should be part of your long-term financial planning as it can protect your heirs from big tax hits. Without it, your heirs might end up owing the government a hefty sum. At AOG Wealth Management, we’re skilled at helping our customers create an efficient estate plan that transfers your assets to them with the smallest tax burden possible.

Prevent Family Messes and Feuds

The last thing you want is for your family to end up fighting once you pass on. With a proper estate plan in place, however, your heirs will have a comprehensive guide that will help them understand why you made each decision.

AOG Wealth Management offers estate and tax planning assistance. You can count on us to develop a proper estate plan that secures your assets and transfers them properly to your heirs. Give us a call at (866) 993-0203 for more information on our services. We offer professional estate planning services throughout McLean, VA, and Washington, DC.

This material is educational in nature and should not be deemed as a solicitation of any specific product or service. All investments involve risk and a potential loss of principal. Kalos Capital nor Kalos Management offer tax and legal advice. Please consult with a tax advisor or attorney for advice regarding the impact on your portfolio.

The article and opinions in this publication are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you consult your accountant, tax, or legal advisor with regard to your individual situation.

Category: Estate Planning