{"id":235,"date":"2020-02-19T15:14:00","date_gmt":"2020-02-19T21:14:00","guid":{"rendered":"http:\/\/gpswp.com\/lancehowardfinancial-2019\/?page_id=235"},"modified":"2020-04-27T08:52:57","modified_gmt":"2020-04-27T14:52:57","slug":"legacy-planning","status":"publish","type":"page","link":"https:\/\/gpswp.com\/lancehowardfinancial-2019\/legacy-planning\/","title":{"rendered":"Legacy Planning"},"content":{"rendered":"\n<p><strong><em>Ensure your legacy lives on and\nserves a purpose.<\/em><\/strong><strong><\/strong><\/p>\n\n\n\n<p>Proper legacy planning is one key\nelement of any successful retirement plan, helping ensure that your legacy\ncarries on to assist your loved ones and that your final wishes are respected.\nWe can help you plan your legacy in a variety of ways based on your unique\ndesires and whether it&#8217;s most important to you to preserve assets for future\nuse, or transfer your wealth to beneficiaries.<\/p>\n\n\n\n<p>It is important to carefully plan for the transfer of your assets to allow the wealth you&#8217;ve worked hard for to serve a meaningful purpose. From starting the conversation with you, to guiding you through the actual transfer of assets, we at\u00a0<strong>Howard\u00a0Financial<\/strong> are here to educate you on the process and guide you through every step.<\/p>\n\n\n\n<p>Creating a strategy for your legacy\nis more than simply managing estate taxes. &nbsp;There are a number of methods and\ntools that may be put to use to protect your wealth and ensure it is\ntransferred according to your wishes. It&#8217;s important to understand helpful\ninstruments to use during the legacy planning process, including:<\/p>\n\n\n\n<ul><li>Wills<\/li><li>Revocable\n     living trusts<\/li><li>Powers\n     of attorney<\/li><li>Advanced\n     medical documents<\/li><\/ul>\n\n\n\n<p>In addition, both term and cash\nvalue life insurance and long-term care insurance policies may be options to\nconsider. These policies can be designed to serve different helpful functions.<\/p>\n\n\n\n<p>Overall, legacy planning and preservation\nof your wealth and assets require a coordinated effort. Our firm is uniquely\npositioned to provide protection and peace of mind to yourself, your loved ones\nand any of the channels in which you wish to eventually distribute your wealth\nand assets you&#8217;ve worked hard over time to accumulate.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Ensure your legacy lives on and serves a purpose. Proper legacy planning is one key element of any successful retirement plan, helping ensure that your legacy carries on to assist your loved ones and that your final wishes are respected. We can help you plan your legacy in a variety of ways based on your [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":337,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":[],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v19.7.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Legacy Planning - Howard Financial and Insurance<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Legacy Planning - Howard Financial and Insurance\" \/>\n<meta property=\"og:description\" content=\"Ensure your legacy lives on and serves a purpose. Proper legacy planning is one key element of any successful retirement plan, helping ensure that your legacy carries on to assist your loved ones and that your final wishes are respected. 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