For over 25 years, Heritage Benefits has helped families and individuals throughout the Puget Sound area to protect and grow their wealth. Our goal is to assist our clients to achieve their long term financial goals. Working side-by-side with our clients, we construct high-quality estate plans with thoughtful financial planning.
We offer FREE estate and financial plan reviews. During these complimentary reviews we will:
- Review the beneficiary and successor trustee designations to ensure they conform with your current wishes;
- Discuss your family situation to ensure that your estate plan reflects your current wishes;
- Review your real property to ensure that they are properly titled (“funded”) within your living trust;
- Review your other financial accounts to ensure they have appropriate Payable on Death (“POD”) designations;
- Review your asset allocations and distributions to your beneficiaries to ensure that conform with your current wishes;
- Review your retirement plan designations to ensure that you are taking full advantage of updated laws;
- Discuss all new tax law changes that may impact your estate plan.
Contact us today to schedule your free estate plan and/or financial plan review. We look forward to speaking with you soon.