Net Worth's new estate planning services help clients plan a living trust with a financial planner
Financial planner provides comprehensive consulting services, including estate planning, to help clients save money through a living trust.
(prHWY.com) October 31, 2012 - Utah, UT -- Financial planner provides comprehensive consulting services, including
estate planning, to help clients save money through a living trust.
Net Worth Advisory Group offers unique planning services for clients in estate planning that include working with attorneys to develop an estate or living trust. Such planning provides clients with new tools to minimize taxes associated with their assets and maximize their wealth.
Developing a
living trust through a financial planner helps clients in estate planning in minimizing court probate costs. A Net Worth financial planner will work to draw up strategic plans designed for their clients to minimize estate taxes and set up long-term property management through a living trust.
A financial planner at Net Worth will work in collaboration with both their client and attorney to create a living trust, which through a legal written document places individual's assets into a trust during their lifetime and then automatically transfers those assets to designated beneficiaries at death, minimizing costly probate costs.
Working with clients to develop a living trust is just one of the many estate planning services offered by Net Worth. The financial planner works with clients to develop wills, designate beneficiaries, and determine how to best divide assets. Net Worth works to develop a multidimensional plan that adequately accounts for clients' assets while minimizing taxes and other costs for the client.
Because less than half of the American population has a will or estate plan, estate planning services offered by Net Worth Advisory Group are designed to work with clients' existing insurance, retirement, and investment plans. A living trust enhances existing goals of clients.
A financial planner meets with clients to review life-time wealth goals and works to develop an estate planning strategy that maximizes the clients' and their families' pre-existing financial goals. In working through existing partnerships with attorneys, A Net Worth financial planner is able to streamline the estate planning process and other services that require legal documents, such as a living trust, for clients.
Net Worth Advisory Group is a fee-only advisory firm where a financial planner meets with each client every six months to review their living trust and other estate planning documents and to provide investment strategies that meet clients' objectives.
To learn more about Net Worth Advisory Group and choose a
financial planner, visit their website at
www.networthadvice.com. To schedule a consultation about a living trust or estate planning, fill out the form available at
http://networthadvice.com/financial-advisor-3-consultation/ or call 1-801-566-6639.
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