Family Survivors’ Succession Roadmap™
Family Survivors’ Succession Roadmap TM
What happens to your loved ones if you die, or otherwise can’t handle your own affairs?
Wouldn’t it be good if the Survivors in your Family had a Roadmap of what to do, and what to expect?
“Succession”: The estate, rights, and duties a person leaves after his/her death. The coming of one person or thing after another in order, sequence, or in the course of events. The transfer of legal or official powers from an individual who formerly held them to another who undertakes current responsibilities to execute those powers.
You very likely want these:
No waste (including expenses and taxes)
No unnecessary burden on family
The right team
Trusted "One Place" TM
To do your job, to see to a smooth ending, and a good ending.
Why not give your loved ones a Family Survivors’ Succession Roadmap TM, in our Ten Money/Life Keys TM , for your financial life:
II. Community & Legacy
III. Financial Planning & Retirement; Work/Life Goals, Lifestyle Management, Life Cycle
IV. Preservation Planning & Risk Management
V. Legacy, Estate Planning, Wealth Transfer, Titling & Beneficiary Designations
VI. Assets & Investments
VII. Liabilities, Income, Expenses, & Cash Flow
X. Miscellaneous & Other Matters
This information is not intended to be a substitute for individualized tax or legal advice. Please consult your tax or legal advisor regarding your specific situation.
The Lofy Group and LPL Financial do not provide legal advice or legal services. Please consult your legal advisor regarding your specific situation.