Estate Preservation

Successful financial planning starts with a solid understanding of your current legal documents. By having your legal documents in order, you are able to potentially mitigate stress that is associated with estate preservation. With the ongoing changes in State and Federal legislation it is suggested that you review your estate strategy after these life changing events:

  • Marriage
  • Birth or Adoption of Child
  • Divorce
  • Death of loved one
  • Business Ownership
  • Disability
  • Nursing Home
  • Retirement
  • Estate Transfer

Financial Strategies of Wisconsin will help you achieve your estate strategy after a complete review of your goals and objectives.

We realize that every family situation is different and we'll customize a blueprint to fit your individual needs to transfer your assets to your heirs. We want your life plan to protect that which matters the most to you - your loved one and your assets. 

Financial Strategies of Wisconsin and LPL Financial do not offer legal advice or services. Please consult an estate planning attorney for review of any legal documents.

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