Our out-of-control national debt combined with the almost certainty of increased taxes represent a potential threat to high net worth families and individuals. Failing to plan correctly can cost your loved ones once you are gone. The last thing you want to do is leave your family in a financial bind once you’re gone.
Proper legacy planning can help establish a plan of action for a difficult season of life for friends, family, and loved ones.
For 23 years, Wessex Financial has helped maximize the assets you intend for family and loved ones. When you meet with us, we’ll discuss your legacy wishes and begin to draft a legacy plan you’re comfortable with. Whether it’s leaving assets behind for family in this difficult event or contributing to your favorite charity, Wessex Financial Services can help.
