Legacy Lunch
At Veater Financial Group, we recognize the value in planning for the long-term. It is important for our clients' beneficiaries to understand how to preserve and properly direct assets as well as avoid unnecessary tax burdens in the future.
In order to begin this discussion, we would love to meet with you and your beneficiaries for a private, complimentary discussion on legacy planning.
We have Zoom capabilities in our conference room for out-of-towners.
We help you manage your assets while you're here, but do you have a plan for the management of your assets when you're gone? What does one spouse do if the other passes away? What decisions do beneficiaries need to make with the death of a loved one?
As much as we would love to, none of us can see the future and it's important to be prepared. Having a will or trust is an essential part of that preparation.
If you are interested in giving your documents an update or a closer look, Bruce Neilson is available to help you at our office. Bruce graduated from the S.J. Quinney College of Law and has been an attorney for over 30 years. He has the expertise and knowledge to help you successfully navigate the next step for your assets.
Bruce Neilson is an independent party and is unaffiliated with Veater Financial Group and SagePoint Financial. You are under no obligation to use the services of Bruce Neilson, and may choose the services of any qualified professional.