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Estate planning is a vital process that ensures your assets, property, and legacy are protected and distributed according to your wishes. Whether you’re looking to provide for loved ones, minimize tax liabilities, or safeguard your wealth, a well-structured estate plan offers more than just financial benefits. It also provides peace of mind for the future. At Encompass Financial, we specialize in guiding clients through every step of this process, helping to create customized strategies that align with personal goals.
Creation and management of legal documents to ensure proper asset distribution and estate protection.
Strategies to pass on wealth efficiently while minimizing estate taxes and legal complications.
Assistance with establishing and managing living trusts, irrevocable trusts, and charitable trusts.
Implement tax-efficient strategies to reduce estate tax liabilities.
Develop charitable giving plans that align with personal values and tax benefits.
Preparation of durable powers of attorney for financial and healthcare decisions.
Establish advanced directives or living wills to ensure medical decisions align with personal wishes.
Guidance on transferring business ownership to the next generation or new owners.
Leverage life insurance policies to cover estate taxes or ensure liquidity for beneficiaries.
Support for navigating the probate process and settling estate matters efficiently.
“Navigating your Path to Financial Success”
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Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA / SIPC. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Advisor. IFP and Encompass Wealth Management are not affiliated. Registration does not imply that the Firm is recommended or approved by the United States government or any regulatory agency. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply any level of skill or training. IFP may only transact business or render personalized investment advice in those states and international jurisdictions where it is registered, has notice filed, or is otherwise excluded or exempted from registration requirements. The purpose of this website is for information distribution only and should not be construed as an offer to buy or sell securities or to offer investment advice. Past results are no guarantee of future results and no representation is made that a client will or is likely to achieve results that are similar to those described. An investor should consider his or her investment objectives, risks, charges and expenses carefully before investing. Please refer to IFP Advisors LLC ADV Part 2 for additional information and risks.