Legacy Planning

Your assets used how you want after you’re gone.

The concept of legacy planning in Maryland is simple. The vehicles, planning, and implementation to make it happen are not. Your assets should go to the people and causes you intend them to without getting stuck in probate.

 

Whether you’d like to pass on your personal accounts, business properties, or any other assets, it’s important to have a plan for the transition of those assets and avoiding any unintended consequences the transfer of assets may have for your loved ones.

 

We take great pride in helping our clients confirm their legacy plan wishes. Your written plan works in tandem with your retirement plan while outlining the beneficiaries and steps for a smooth, detailed transition. The success of our clients and their families is of absolute importance.

Wills & Revocable Trusts

For your family’s future, make sure your will or revocable trust is up to date. An error in your will or trust only adds pain and confusion.

New Perspective Can Help You:
  • Take care of your future.
  • Let your family rest easy.
  • Clear up legal confusion.
  • Feel comfortable knowing you’re cared for.

We work intimately with trust attorneys to help ensure that our clients’ life savings, businesses, and assets are protected through the necessary legal instruments. We excel in making sure your family is taken care of. That’s what we’re here for.

One appointment with us can solidify your future financial planning. You can also download the “Legacy Checklist” through the form below – a document to help you decide if you’re missing legacy planning pieces.

 

 

New Perspective Financial Solutions has a strategic partnership with tax professionals and attorneys who can provide tax and/or legal advice.

Legacy Planning in Maryland

Get your own Legacy Checklist by filling out the information below.

By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.

Contact

Office: (202) 790-3786

Fax: (301) 968-4067

info@newperspectivefs.com

Hyattsville Office

8201 Corporate Dr.

Suite 1135

Hyattsville, Maryland 20785

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Insurance products are offered through the insurance business New Perspective Financial Solutions. New Perspective Financial Solutions is also an Investment Advisory practice that offers products and services through Impact Partnership Wealth, LLC (IPW), a Registered Investment Adviser. IPW does not offer insurance products. The insurance products offered by New Perspective Financial Solutions are not subject to Investment Advisor requirements.

 

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