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Family 'Matters' | Estate Planning: Building Your Estate Plan

Family 'Matters' | Estate Planning: Building Your Estate Plan

August 31, 2023

Estate planning ensures that your assets are distributed according to your wishes after death. It can be a complex and daunting task, but it is vital to get it right. Our DFG LPL Financial advisors can help you implement an Estate Plan ´╗┐´╗┐that complements your retirement plan and addressesyour needs and goals.

Dixon Financial Group, LLC wants to work alongside you and your family from the planning phase through the implementation of your Estate Plan. Below are a few ways your partnering with DFG can be beneficial:

  • Help you understand your options. Many different estate planning strategies are available, and knowing which ones are right for you can be difficult. Our advisors can help you understand your options and choose the most appropriate for you and your family.
  • Help you create a comprehensive plan. Estate planning is not just about deciding who gets your assets. It is also about ensuring that your plan considers your tax situation, retirement goals, and the needs of your loved ones. A financial advisor can help you create a comprehensive plan that addresses these issues.
  • Make sure your plan is up-to-date. Your estate plan should be reviewed and updated regularly to reflect changes in your life, such as marriage, divorce, children's birth, or a loved one's death. A DFG advisor can help you ensure your plan is up-to-date.
  • Help you implement your plan. Once you have created an estate plan, you need to take steps to implement it. This may involve updating beneficiary designations on your financial accounts, creating a trust, or drafting a will. Dixon Financial Group, LLC can give you recommendations to a Trust attorney or a CPA if needed.

Working with a financial advisor is a good idea if you are considering creating an estate plan. At DFG, we can help you understand your options, create a comprehensive plan, and ensure your plan is up-to-date.

Call today to schedule a complimentary consultation to discuss your Estate Planning options, and you will receive the "In Case of Emergency Guidebook" and supporting information; copies are limited, so please call today. Taking these steps today can help prepare you and your family to handle your care needs, an emergency or your passing in the future.

Our DFG LPL Financial Advisors want to help you, your friends, and your family prepare for the future. Consider bringing a family member(s) or friend(s) to your next meeting so they can learn how Dixon Financial Group, LLC helped you implement your Estate Plan

Please help others by sharing this information.

Jacob and I hope this Family 'Matters' series has been helpful and informative. We never want to assume our clients or potential clients are aware of all the services we offer. Educating is an essential part of being a financial advisor, providing you with the information you need to make informed decisions. Jacob and I would happily meet and include your family in the planning process and beyond. Family is important, and their role in your Estate Planning 'matters.'

David S. Dixon, CFP®

Jacob S. Bierstedt, CFP®, ChFC

#DixonFinancialGroupLV #LPLFinancialAdvisor #EstatePlanning #FamilyMatters #RetirementPlanning

Las Vegas, NV, USA • Update location

This information is not intended as authoritative guidance or tax or legal advice.  You should consult with your attorney or tax advisor for guidance on your specific situation.