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Lancaster, PA 17601
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Imagine the scene at a family dinner, when everyone was well fed and comfortable, and your children brought up your estate planning. “Are your Wills still from when we were kids? You should really get those updated. Who did you even have signed up to handle everything for you back then?”
They have a point, and it has been on your mind for the past few weeks, especially knowing someone might ask about your progress when you see family again at the next big meal of holiday. You didn’t know where to start, so you never did.
Planning for your estate doesn’t have to feel daunting. You can begin with these three principles:
As you consider these principles for planning your estate, our team at Ambassador Advisors is ready to assist. Whether you have a question about who to appoint or how to most effectively incorporate charitable giving into your legacy plan, we can help you navigate these conversations. We can also connect you with legal professionals, who can prepare necessary documents for you.
Next Christmas, don’t wait for your children to bring up the question about your legacy planning. Surprise them with the news you are already working on it, and maybe even that you’re finished with your plan!
Any opinions expressed in this forum are not the opinion or view of American Portfolios Financial Services, Inc. (APFS) or American Portfolios Advisors, Inc.(APA) and have not been reviewed by the firm for completeness or accuracy. These opinions are subject to change at any time without notice. Any comments or postings are provided for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk and may result in a loss of principal. Past performance does not guarantee future results. Investments are not suitable for all types of investors. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purposes of avoiding penalties that may be imposed by law. Each tax payer should seek tax, legal or accounting advice from a tax professional based on his/her individual circumstances.
This material is for informational purposes only. Neither APFS nor its Representatives provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professional before making any decisions. Information has been obtained from sources believed to be reliable and are subject to change without notification. The information presented is provided for informational purposes only and not to be construed as a recommendation or solicitation. Investors must make their own determination as to the appropriateness of an investment or strategy based on their specific investment objectives, financial status and risk tolerance. Past performance is not an indication of future results. Investments involve risk and the possible loss of principal.