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High net worth individuals and business owners should have their estates in order

Estate planning offers numerous benefits that can provide peace of mind for individuals and their families. By clearly outlining your wishes regarding asset distribution, you can ensure that your loved ones are taken care of according to your preferences.

 

Additionally, effective estate planning can help minimize taxes and legal fees, preserving more of your wealth for your heirs. It also allows you to appoint guardians for minor children and make healthcare decisions in advance, ensuring that your desires are respected when you are no longer able to communicate them.

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ESTATE PLANNING CONSIDERATIONS

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Asset titling

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Beneficiary designations

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Estate & incapacity documents

Schedule your estate planning call today!
 

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Estate taxation strategies

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Strategies to transfer assets

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Unique & complex circumstaces

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50 Chestnut Street, Suite A-200

Beavercreek, OH 45440
United States

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The information provided is obtained from sources deemed to be reliable, but Westminster Financial Securities, Inc. cannot guarantee the accuracy or completeness of the information or make any warranties with regards to the results obtained from its use. Nothing in this communication should be construed to contain a solicitation to buy or an offer to sell any security.

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Securities offered through Westminster Financial Securities, Inc., member FINRA/SIPC.

Investment advisory services provided through Westminster Financial Advisory, Corp.​

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