Planning Today to Protect Your Family's Tomorrowtm.
|
Charitable Opportunities
Americans have a rich heritage of philanthropy. Unfortunately, too many taxpayers are involuntary philanthropists because they fail to
maximize the tax incentives to become voluntary philanthropists in support of the charities of their own choosing.
Read the full article ...
|
Living Legacy Planning ProcessTM
Most people would be shocked to find out what happens to their estate when they pass away, and many will not accomplish their planning goals, in spite of having a set of "traditional"
estate planning documents. This is because (1) having a set of documents is not the same as having an Estate Plan; and (2) most documents only address distributions during death (which means
they are really only "Death Plans").
At Ferguson McManamy, we will produce a plan that is unique to your needs, and will (1) allow you to control your assets while you are alive and well; (2) provide for yourself and your family
if you ever become disabled, and (3) pass your values as well as your wealth to your family, when you want, to  whom you want, in the way you want.
The Living Legacy Planning ProcessTM addresses the issues that cause many estate plans to fail by focusing on counseling you and your family about the estate planning process, coordinating
your assets with your estate plan, and integrating your Asset Planning and Business Succession goals into a comprehensive Life Plan.
Visit our Estate Planning page to learn more about the Living Legacy Planning Process.
Upcoming Events
Join David Carter for one of our upcoming Educational Workshops. Learn the importance of planning for the future of your estate and your family. Register online for the workshop most
convenient for you.
|
