Sometimes we put off certain — and important — tasks, but creating an estate plan shouldn’t be one of them.
These simple steps can help ensure the wealth you’ve worked hard to build transfers to the people + organizations you care about most :
- Commit to having a plan
- Complete all components of your plan
- Update your plan regularly when life events occur
- Communicate your plan with impacted parties
Connect with the financial advisors at Gratz Park Private Wealth to help you get started.
Securities offered exclusively through Raymond James Financial Services, Inc., member FINRA / SIPC. Gratz Park Private Wealth is not a registered broker/dealer, and is independent of Raymond James Financial Services. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc.
Gratz Park Private Wealth is a Signature Wealth Group Affiliate
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Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. Contributions to a retirement account may be tax-deductible depending on the taxpayer’s income, tax-filing status, and other factors. Withdrawal of pre-tax contributions and/or earnings will be subject to ordinary income tax and, if taken prior to age 59 1/2, may be subject to a 10% federal tax penalty. Prior to making an investment decision, please consult with your financial advisor about your individual situation.
