Estate Preservation

Regardless of one’s social or financial status, experts agree that for the most of America, our greatest worry is running out of money before we run out of time. Sadly, even many successful people fail to implement an estate plan designed specifically for “their family dynamics”. 

What Matters Most

It’s hard to believe!

Six out of ten U.S. adults do not have a will. Millions of entrepreneurs who once owned businesses, real estate, retirement plans, and investment accounts have died intestate. Strangers disposed of the assets in protracted probate cases. Or estate taxes ate them up.

Joe Robbie, Aretha Franklin, John Denver, Michael Jackson, and Congressman Sonny Bono died without wills. Entertainer Prince amassed a $200+ million estate with no will. John Denver, Marvin Gaye, James Brown, too.

Don’t leave your family members to fight it out in court. Or without means to carry on their lives.

It is an act of responsibility to leave a legacy.

Plan & Document

At a minimum, prepare these documents to begin your process of estate preservation:

  • Will, Living Will or Trust
  • Durable Power of Attorney
  • Durable Power of Attorney for Healthcare
  • Beneficiary and Guardianship Designations
  • Letter of Intent for Your Executor

Then embrace strategic techniques for saving wealth with Advisors Insurance Design.

Depending on your situation, we may recommend setting up a trust, where appropriate, making charitable donations, paying medical or educational expenses from your estate, loaning assets to family members, buying and using life insurance strategically or gifting to loved ones─all designed to mitigate taxes and preserve your estate.


Let us help you lay the groundwork for your estate plan.
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Estate | Insurance | Planning

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info@advisorsinsurancedesign.com

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Fort Lauderdale, FL 33301

 

Advisors Insurance Design is an affiliated firm of The A.I.D. Group, a leading full-service financial planning firm headquartered in Fort Lauderdale, FL.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. 

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