A Northwest Financial Advisor can provide the professional guidance and estate planning advice you need and will help you value your estate by taking into consideration:
- Your current income and likely future income
- Your annual expenses
- Current assets and debts
- Estate and gift tax rules and regulations
Once your estate plan is in place, reviewing your will and other estate planning documents* periodically or when faced with a significant life event, will be an easy to manage task.
To learn more about estate planning, contact Northwest Financial Advisors.
*A licensed attorney in your state of residence is needed to draw up wills and trusts. Legal services are not offered by LPL Financial or Northwest Financial Advisors.
Products offered by Northwest Financial Advisors are not federally-insured; are not obligations of the Credit Union; are not guaranteed by the Credit Union; involve investment risk.