Oakland, CA – Benefits of Hiring a Financial Representative for Estate Planning

Planning to care for your loved ones after you’re gone is important, but it can also be intimidating. Where do you even start? Estate planning requires navigating complex financial, legal and tax considerations. Plan without guidance can be tricky, but a Modern Woodmen financial representative can help you work with your attorney and tax professional to create a customized plan. Here’s how:

Gain expert perspectives

Our Oakland representatives can help you create a plan that complies with state and federal laws, minimizes taxes, and efficiently transfers assets. With our expert perspective, plus insight from legal and tax professionals, you can create an estate strategy that fits your situation.

Customize your plan

There’s no one-size-fits all approach to estate planning. We’ll take time to understand your unique goals and priorities. Do you want to leave a legacy to a cause you care about? Pass a family business to the next generation? Support a child with special needs?

Whatever your wishes, we’ll recommend solutions tailored to you. Plans can be personalized using a combination of life insurance, annuities, trusts, advanced directives and other tools.

Anticipate changing needs

Life brings changes – both good and bad. Children, new jobs, new homes, marriage/divorce, illnesses and deaths, to name a few. As your situation evolves, so do your estate planning needs. Our representatives can help you plan for all stages of life, regularly reviewing your strategy as your needs shift.

Spare your family from making difficult decisions

Losing a loved one is hard enough without financial decisions compounding the grief. Your estate plan should reduce confusion and disputes among your survivors.  Your financial representative can help you clearly state your wishes to ensure they’re carried out as you intended. We can also work with your tax and legal professionals on probate and asset distribution considerations.

Tackling these challenging discussions with your representative’s help now will save your family the stress of making and agreeing on these decisions later.

Attain peace of mind

By finalizing a comprehensive estate strategy, you’ll gain confidence your family will be provided for and your assets distributed as you want them to be. You can relax knowing the future is less uncertain and focus on what matters most in your life.

Reach out to a Modern Woodmen representative today for personalized guidance. Together, we can ensure your legacy is protected and your family is supported for years to come. After all, planning for their future is an act of love.

* Securities and advisory services offered through MWA Financial Services, Inc., a wholly owned subsidiary of Modern Woodmen of America. Member: FINRA, SIPC. Tax and legal issues are complex. Consult your tax and/or legal professional before making a decision.