No one likes to think about what will happen after they are gone, but one of the most important and loving things you do for your family is put solid plans in place to protect them if you go before they do. At Iron Plan Solutions, in conjunction with estate attorneys, we’ll help you with complete estate and legacy planning, including the legal documents required to specify your wishes in the case of death or incapacity. We can help you with innovative insurance solutions to provide tax-advantaged legacy (in many cases, tax- and probate-free) for your heirs and selected charities.
Effective estate and legacy planning enables you to manage your affairs during your lifetime and helps ensure your legacy is efficiently passed on to the ones you love. With a legacy plan, you can outline your healthcare wishes and ensure that they’re carried out – even if you are unable to communicate. You can also designate someone to manage your financial affairs should you be unable to do so. And remember, estate planning requires ongoing review and updates. We’ll help you get–and keep–your final documents up-to-date through the years.
