23201 Mill Creek Drive
After years of working, saving, and acquiring wealth, you should be able to determine where your assets go as a part of your life's legacy. At O&R Partners our estate planning services take care of planning and strategizing your overall estate plan. As envision your financial legacy, let us help you check off all of the essential steps to maintain that proper control and distribution remain intact.
While it may not sound as exciting as planning a vacation or building your dream home, planning for your financial legacy is a critical part of financial management. Designating financial recipients and asset dispersal with legal documentation helps to ensure the correct distribution of goods when you are gone.
Unbeknownst to many working and retired professionals, asset taxation can occur in the process of asset dispersal if careful planning has not taken place. If your financial will goes to probate, it may result in delayed dispersion and extra taxation. Let us help you arrange an integrated financial strategy that seeks to preserve your assets and help protects you and your loved ones.
Estate planning is a necessary financial service for individuals of all demographics. A common misconception around legacy planning is that it is only for wealthy retirees. On the contrary, an estate plan can help secure your financial assets for your designated recipients at any stage of your life. It removes much of the confusion and chaos that come from settling your affairs after you are gone. As we build an estate plan, we will be sure to coordinate with designated individuals across the board:
To learn more about the benefits of estate planning, contact O&R Partners today. We can be reached by phone at 949-581-2889, or you can fill out our online form for answers to your initial questions. We look forward to working with you soon.