As you plan for the future, having a holistic estate plan is an essential step in protecting your family.
Many families make the mistake of believing that having a will or naming beneficiaries is enough, but many families lack a proper estate plan. This can cause emotional distress if it leads to wills to be contested and ending up in probate.
Even the tightest-knit families may experience tension when money and property are involved.
There are countless emotional and financial consequences that come with the failure of planning for what’s ahead, which is where Bright Wealth Management comes in to help.
“I think the truth is, without a coordinated estate plan, your assets and your wishes are ultimately going to be or could be left vulnerable to probate taxes, family disputes and more,” said Matt Dages, the president and founder of Bright Wealth Management.
“So one of the things that we created … is a great tool that we can utilize for clients or prospective clients specifically.”
Bright Wealth Management offers the Bright Legacy Quiz, a free assessment that provides individuals with a personalized snapshot of their estate planning readiness.
This quick and easy tool highlights where you stand in your estate planning and what can be improved upon.
“We’ll help you understand whether a trust might make sense, how to align your assets with your wishes and how to minimize the burden on your loved ones down the road,” Dages said.
Bright Wealth Management has additional tools and services, including the Bright Tax Calculator, a free tool that helps clients know exactly what they are going to pay in future taxes and how much they can save by planning around future tax liabilities.
Utilizing this tool allows individuals not only to prepare for what is ahead. It also gives them the opportunity to reap the benefits of today.
Receive a free consultation or call 833-777-4296 for more information.
The Bright Wealth Management Show with Matt Dages airs Saturdays from 1 p.m. to 2 p.m. and Sundays from 3 p.m. to 4 p.m. on KTAR News 92.3 FM.
The post Why estate planning is a must-do for your family appeared first on KTAR.
