Estate planning is one of the few financial topics where the cost of confusion is paid by the people you love most. Most people have a will and a beneficiary designation form somewhere, signed years ago, never reviewed since. Whether your situation is straightforward or complicated, the questions below are the ones worth answering while you still can.
Do I need an estate plan even if I don't consider myself wealthy?
What is the difference between a Will and a Trust?
Are my beneficiary designations up to date across all accounts?
What happens to my assets if I don't have a plan in place?
How do I make sure my family is protected if something happens to me?
What should I review or update after a major life change?
Current strategy for dealing with estate taxes?
I am not an estate attorney, and an estate plan needs to be drafted by one. What I do is help you walk into that meeting prepared — with a clear picture of what you have, what is missing, and what to ask. The Comprehensive Review covers your full financial picture, including beneficiary designations and how your assets pass.
The first conversation is free. Thirty minutes, no presentation, no pitch.
Clear View Financial Services provides financial education and coaching only. Nothing on this website or in any associated communication constitutes investment advice, a recommendation to buy or sell any security, or a solicitation of any investment product or service.
Kevin Dingle has held FINRA Series 6 and Series 7 registrations and Life and Health Insurance licensing. He is not currently registered as a registered representative or investment adviser representative. Clear View Financial Services is not a registered investment adviser, does not offer securities or investment advisory services, and does not provide personalized investment advice.
All information is general and educational only. Consult a licensed investment adviser, attorney, or tax professional before making any financial decision. Information you share is kept confidential except as required by law.
This website is not affiliated with or endorsed by FINRA, the SEC, or any other regulatory body.