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Estate Planning

Why is Estate Planning Important?

Estate planning is an integral component of holistic planning. The proper planning can have a monumental impact on your loved one’s life. Documents such as power of attorney, end-of-life planning and designated beneficiaries must be accurate and up to date.

As part of the estate planning process at OneTeam Financial, we offer an organizational Family Estate binder as a tool to evaluate your current plan and fill in any gaps you may have. We coordinate with legal professionals for advanced planning needs.

  • Family Estate Organizer
  • Beneficiary Designation Review
  • Family Succession Plan
  • Probate Avoidance Strategies
  • Vets assisted living facilities
  • Legal Document Review
  • Collaboration with trust & estate attorney

Contact us to set up a call to discuss how we can help with your Estate Planning needs today.

Ready to discuss strategies to help maximize income, minimize taxes and protect your family?

Thank you!