How do I leave a legacy?

Working with an attorney on things like proper account titling, power of attorney, trusts and wills are all things you should consider when creating a legacy plan.

By having the proper estate strategy in place you can eliminate probate and make it easier for your family during their time of grieving. The last thing you should hope for is a legal obligation while your loved ones are mourning their loss.

Our firm is not permitted to offer, and no statement contained herein shall constitute, tax or legal advice. You should consult a legal or tax professional on any such matters.

Commonly Asked Questions:

It is important to fully understand your current situation and work with a financial planning firm that will help make sure your assets are properly invested and managed.

How much risk should I be taking during retirement?

How much am I paying my existing advisor?

Will I run out of money?

How Do I leave a legacy?

Why Choose Long Tax and Financial Group?

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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Investment advisory services offered through AE Wealth Management LLC, an SEC Registered Investment Adviser.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

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