Financial and Estate Planning
Wealth Accumulation and Distribution
We help you begin the estate planning process by identifying and valuing each asset that you own. Then you prioritize each asset. For example: Do you own a home; what should happen to it upon your death? Will it be preserved for dependents, or be sold and the proceeds distributed? What are your intentions for invested assets? Should they be held in trust for a specified beneficiary? should they be professionally managed in your absence? Should they be paid to an heir immediately or be held in a manner whereby they would not be subject to an heir's creditors? Would minor children or older adults be dependent upon the management of your assets at the time of your death? There are endless questions and considerations which we address by developing your Legacy Profile.
For more information, contact a Financial Consultant in your area.
View additional information on Financial and Estate Planning Services available through Janney Montgomery Scott LLC. 
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