Estate Planning Services
Did you know less than five percent of Americans retire with enough wealth to feel secure? For most people, this is a case of poor planning or a lack of preparation that can damage the finances of you, your loved ones, and your beneficiaries.
Blended families present a unique challenge when it comes to estate planning. Christina has the expertise to accommodate individuals with complex family and financial issues due to divorce or blended families.
Fortunately, Christina Lynn of Lynn Financial, LLC. is a Certified Estate Planner® prepared to help you plan properly for your future so that you and those you care about can have peace of mind and security.
What is Estate Planning?
In short, estate planning is the act of determining the future of your estate (your physical and financial property, such as your home, rental properties, 401(k), IRAs, checking accounts, household furniture, small businesses, and other valuables) for you and your loved ones.
Why is Estate Planning Important?
Estate planning can give you complete control over how your assets are handled, no matter what life-changing events come your way—allowing you, your family members, and other beneficiaries to handle your estate with limited stress and red tape. Estate planning can help you:
- Preserve your estate for your spouse and your heirs
- Stay in control if possible
- Direct who is going to receive your estate
- Avoid all unnecessary fees, costs, and commissions
- Avoid banks, trust mills, high-priced legal fees, and probate courts
Without strategic estate planning, your assets could fall within the control of probate courts and government agencies. To have complete control over your life and your finances, you need the best in estate planning and financial advisement for a successful future. That is where Lynn Financial, LLC. can provide support and strategic planning to you and your family.
Why Choose Lynn Financial, LLC.?
As a Certified Estate Planner®, I am dedicated to help you find a custom estate planning approach for your financial strategy. Everyone has different goals and priorities—let Lynn Financial, LLC. help you find a strategy that is right for you and your future.
Lynn Financial, LLC. can help you plan for:
- Federal & State Estate Taxes
- Inheritance Taxes
- Capital Gains Tax
- Large Income Tax
- Medicaid Spend Down
- Business Failures
- Illness or Job Loss
- IRS Problems
- Tax on Retirement Accounts
- Gift Tax Issues
Your estate plan should be designed to preserve, protect, and pass on your estate to whom you want, when you want, and how you want. Do not wait—get started.
Schedule a personal consultation today.