Estate Planning Kirkland

Much of financial planning that people do is concerned with making investments and managing income such that they are able to live comfortably, without any monetary shortfalls.

Focused on increasing their assets, they often neglect estate planning. Estate & legacy strategies help the residents of Kirkland, WA and beyond manage the accumulated assets in the event of their death or incapacitation. They could be creating financial issues for their loved ones by ignoring estate planning or doing improper estate planning in Kirkland.

The things to consider while doing planning your estate include:

  • Cash, bank account accounts and stocks
  • Retirement accounts or pension
  • Real estate
  • Annuity contracts or insurance policies
  • Personal property like jewelry, paintings, boats and automobiles
  • Debts and financial obligations
  • Estate taxes

Get in touch with Randy D Busch to get proper understanding of estate & legacy strategies and expert guidance for sound estate planning.

Estate & Legacy Strategies Kirkland

Planning your estate may seem to be a complicated and daunting task, but it does not have to be so. We can help resolve all your concerns and queries regarding estate & legacy strategies.

The first thing to be clear about is the importance of estate planning. There is a common misconception that only the very rich people or those with complicated family situations need to think of estate & legacy strategies in Kirkland or elsewhere.

We suggest that you can benefit from a well-thought-out estate strategy even if you have an average asset base. Without proper estate & legacy strategies in place, the courts could be controlling crucial decision in future about the care of your assets, children and health.

As your financial planner, we can help you:

  • Know the estate planning process
  • Coordinate with estate law attorney
  • Align your investment strategy with estate strategy

Kirkland Planning Your Estate

There are no certainties or guarantees in life. It is important that you get down to planning your estate in Kirkland as soon as you accumulate assets of a reasonable value and not wait until you acquire a large taxable estate.

Estate & legacy strategies tend to evolve with time, with changes in your wealth/property or a modification in your wishes for its handling and eventual distribution. We can help you in planning your estate, making the process:

  • Much easier
  • Less overwhelming
  • Most beneficial

Need the assistance of an expert and ethical financial advisor for planning your estate in Kirkland? Call Randy D Busch at (425) 415-1533.