Do you own a lot of property? How have you thought of distributing your wealth after your death? This is an important aspect of your financial planning that you cannot ignore. You should have a will of your own especially if you know your wealth could be taxed at the state and federal levels. Your hard-earned wealth and property should be inherited to its rightful owners and not anyone else. And this is your responsibility to consider estate planning when you have time on your hands. We, at Legacy Partners Insurance & Financial Services, Inc., can be of help to you. We are a reliable and professional company which has a combined experience of more than 100 years. We bring you a wide range of insurance and financial planning services. Right from life, health, and business insurance to long-term, critical illness insurance, and Medicare supplements, we also offer you estate planning, education planning, and tax-qualified retirement plan. We are known for quality coverage and a client-focused approach. So, if you are from North Hollywood, Glendale, Pasadena, Sherman Oaks, Van Nuys, or Encino, you can rely on us.
Here, we have put together a few smart tips that will help you find the right estate planning company for you. Take a look.
- Take Referrals
First of all, you should take referrals from people who have experience in opting for this kind of financial planning. This will help you find a reliable company and decrease your chances of fraudulence. Do not make random choices in such matters.
- Research on the Internet
Another way to find a good company for estate planning will be to research online. Just go through the client reviews, feedback, and online ratings once before shortlisting so that you can understand their standing in the market and if you should expect quality service from them or not.
So, if you are thinking of hiring us, then contact us now.