An estate strategy can be a very personal set of decisions, but it is far more than just how we want our money to be passed to our heirs. In the detailed infographic below you will find an outline of the basic components of a proper estate strategy that will not only get your money where you want it to go, but also make it efficient and cheap! Everyone, no matter what level of assets, can benefit from a good estate planning strategy.
If you have questions about how to set your estate up for success please feel free to reach out, we are always happy to help.
Estate Planning Strategy
This content is developed from sources believed to be providing accurate information, and provided by Twenty Over Ten. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security, investment, tax, or legal advice. Delphi Advisers, LLC is registered as an investment adviser in the state of Washington and is licensed to do business in any state where registered or otherwise exempt from registration.
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About Ben Lies
Ben Lies
Ben Lies is the President and Chief Investment Officer of Delphi Advisers. He holds a bachelor’s degree in Business from the University of Washington, an MBA in International Business from Portland State University, and a Certificate in Business Strategy from Cornell. He has been involved with investments, investment analysis, and financial planning for the better part of 20 years and is a member of the Fee Only Network, XY planning Network, and National Association of Personal Financial Advisors. You may have also seen his thoughts and ideas featured in publications such as The Wall Street Journal and Fortune Magazine, among others.
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