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Estate Planning

“Helping individuals ensure a systematic transfer of property to who they want, when they want and how they want.”

Estate planning is crucial because the fruits and labor of ones’ entire life can sometimes be destroyed by the forces of estate tax and probate expenses. The primary purpose of estate planning is to ensure a systematic transfer of property to who you want, when you want and how you want.

Without a strategy to accomplish this, your heirs may encounter situations such as the inappropriate distribution of your assets, the care for minor children left in the hands of a court, and settlement costs and administrative fees that can deplete the value of your estate. Protect the ones you love and feel secure about the future.

Another important part of estate planning is to take the appropriate steps to ensure proper management of your financial affairs if you become disabled or terminally ill.

At Value Shield Capital Strategies® our financial representatives can assist in assessing the strength of your current wealth transfer strategy. Our advisors can assist you through careful planning which could help secure the future of your estate.

Some of our services include:

  • Estate Liquidity Analysis
  • Asset Mapping
  • Wealth Shifting