Estate planning and wealth transfer - Mint Wealth Advisors
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Estate planning lasts a lifetime. You’ll need to monitor your plan to ensure it meets your wishes.

Providing for your loved ones in the event of death is an extremely important process that cannot be delayed. While we all hope to live long lives, it’s best to plan for the unknown. If you haven’t taken steps beforehand to make your wishes clear, those decisions will be made by others, perhaps in a way much different than you prefer.

Estate planning requires an investment of time and effort today to provide for your loved ones in the future. We focus on steps to protect and transfer your assets to heirs, now or in the future.

Estate planning, simply put, is the collection of steps needed to provide for your loved ones in the best possible way, including lifetime planning and disposition of your property at death.

Estate planning is carried out with legal documents such as wills and trusts; it typically involves a lawyer and may be very complicated if you have many assets. However, Financial Advisors will provide information so you can start planning. As difficult as it will be, it is essential and a real show of love for your family and friends.


Mint Wealth Advisors and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.

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