One of the most emotionally thought-provoking aspects of a person’s life is probably estate planning. Nonetheless, a well-crafted estate plan is imperative to a great succession. With end-of-life planning being morbid, estate planning is the best way to protect your family and property. It is also the best way to leave behind a great legacy with continuity.
Estate planning is the advance preparation of transfer of your wealth, assets, or property after death. It is the act of giving instructions on what to happen to your wealth after the benefactor passes. To avoid any conflicts and to benefit your family and other beneficiaries, estate planning is essential during every stage of your life, whether young or old.
While you might have an estate plan in place, does it have the essential components to make the plan wholesome? Various things must feature in your estate plan to achieve its purpose. Regardless of how gloomy it seems, everything will fall in place provided you acquire experienced wealth management services. Our wealth management services include the following:
Multi-Generational Wealth Management
Family Limited Partnership
At Balfour Hamilton, we can guide you through the process estate planning. We are staffed with experienced professionals in this field and provide comprehensive financial planning and wealth management services to clients from all across Southern California and the US. If you want a smooth estate planning process, request a consultation and we will be ready to help.
Balfour Hamilton LP does not offer legal services. Please consult your legal advisor regarding your specific situation.
We're ready to assess your will and review for accuracy, errors, and even details that could’ve possibly been left out.
You will need a well-executed estate plan to uphold the same financial well-being that you have always strived to achieve. When planning for the transition of your wealth to the next generation, your contribution matters the most.
By working with Balfour Hamilton, you can address that your assets allocation is working for you, not against you.
We will work towards your portfolio in being properly diversified, enabling your portfolio to pursue growth.
Balfour Hamilton LP
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The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Balfour Hamilton LP to provide information on a topic that may be of interest. Balfour Hamilton LP is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.
WEAlth Management services provided by our partner, Sovereign Wealth Management, LLC.
Sovereign Wealth Management, LLC is a registered investment adviser located in Virginia. Sovereign Wealth Management, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.
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