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Richard Taborda, CFP®, CIMA®, RICP®

Estate Planning

An estate plan can help you take care of your family when you are no longer able to do so yourself.

Each individual’s situation is unique, involving family, business and legacy. The Financial Life Planning process will help you arrive at specific goals to be achieved through the identification of proven estate planning strategies implemented with well-crafted documents.

We will work with you and your legal counsel to develop a comprehensive estate plan that considers all aspects of your financial situation.

    Common goals when considering estate planning include:
  • Protecting assets against the high cost of long-term care
  • Managing financial and legal affairs if you become disabled
  • Providing for a family member with special needs
  • Minimizing delays and frustrations of estate settlement
  • Avoiding unnecessary estate liability
  • Charitable gifting and wealth replacement
  • Controlling the distribution of your assets

A well-crafted plan can help you pass on your assets in a way that reflects your values, dreams and the full life you’ve lived.
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Copyright © 2018 LBT Wealth Management, LLC.

The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

This communication is strictly intended for individuals residing in the state(s) of NJ and TX. No offers may be made or accepted from any resident outside the specific states referenced.

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