Estate Planning is, at best, an emotionally trying exercise. Often compounding the
situation are issues around business succession, estate equalization, equity loss to estate taxes or a
lack of direction and strategy.
Blevins Financial will lead you through the ongoing development of your estate plan.
Our role is to be your lead strategist, pulling together all aspects of family, tax, legal and financial
planning into one seamless, comprehensive strategy that addresses all of your specific needs.
We lead clients through the multiple stages of Estate Planning with a strong emphasis
on the following key aspects:
Family Protection - Helping ensure the proper protection for children and surviving spouse.
Estate Tax Protection - Utilizing financial tools, such as life insurance, to provide the needed liquidity to fund estate taxes - which keeps the family from having to sell the family assets.
Estate Establishment - Utilizes the life insurance to provide the "inheritance" for the next generation. Allows the parents the freedom to spend the existing estate.
Special Needs Planning - The specialized planning that must take place around parents, spouses or children that will need specialized care.
Please contact us if you would like to discuss your Estate Plan needs in detail, or click on any of the topics above to learn more.
