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How do I leave a legacy
​for ​my children and grandchildren?

Who gets my money when I die?

Do you want to make sure that your family is taken care of when you pass away? Did you know that the average chunk of money that probate will take from your estate is usually more than 7% of the gross amount of what you leave to your heirs? On top of that, extra legal fees, court fees, and estate taxes will eat even more of your estate away.

Having your money pass on to your beneficiaries is a lot more complicated than it looks. Simple things like proper account titling, power of attorney, trusts and wills are all things that must be in place if you are to truly avoid a drawn-out legal fiasco.

How do I protect my legacy?

You must have a plan in place if you want to effectively pass on your legacy to your loved ones when you are gone. Having your accounts properly titled and a power of attorney set up is a good start. However, you can't stop there. In most cases, simply having a will does not get you far. 

You estate is still subject to probate and court costs if your only legal document is a will. By having the proper estate strategy in place, or by using the proper trust, you can eliminate probate and make it easier for your family during their time of grieving. The last thing you should hope for is a legal obligation while your loved ones are mourning their loss. Setting up a strategy to pass on your legacy is important.

Legacy Strategies

By designing a written estate plan to pass your legacy on to your beneficiaries, you will avoid the potential heartaches that can come with the passing of a loved one. Developing your financial portfolio is one thing. It can mean the difference between living the retirement of your dreams, or running out of money before you die. 

However, if you neglect your estate plan, all the hard work and determination you put into your written investment plan will be for nothing. You've worked hard all your life to save what you have. With legacy strategies such as the Multi-Generational IRA, an Irrevocable Living Trust, and the "Wealth Transfer" program, you can be sure that your estate will find it's way into the right hands.

Estate Plan Review

By taking you through an Estate Plan Review, we will determine potential problems areas that exist in your current estate and legal documents. 

Our financial team will examine all of your legal documents as well as your financial account statements to locate problematic areas that could cause grief during the asset transition phase of life. 

Once we have determined these problem areas, we can develop a custom estate plan that addresses each concern, so that you do not have to worry about losing a chunk of your money to the government. 
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BIRDSEYE FINANCIAL DISCLOSURE
Tax and Legal Disclosure

Birdseye Financial, Corbin Lindsey and any associate affiliated with Birdseye Financial, does not offer tax or legal advice. We provide strategies for educational purposes only. You should consult your tax or legal professional for complete information regarding any tax and legal matters.

Website Content
The information listed on this website and on any document from Birdseye Financial that is provided by Birdseye or by a third party has been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Birdseye Financial. While the publisher has been diligent in attempting to provide accurate information, the accuracy of the information cannot be guaranteed. Laws and regulations change frequently, and are subject to differing legal interpretations. Accordingly, neither the publisher nor any of its licensees or their distributors shall be liable for any loss or damage caused, or alleged to have been caused, by the use or reliance upon this information.

All items on this website are not to be considered a recommendation to purchase or to sell an insurance or investment holding. No insurance company has endorsed or reviewed this website content. Before purchasing any type of insurance and/or investment product, it is important that you do your own due diligence, and that you consult a properly licensed professional if you should have any specific questions that relate to your individual situation. All of the names, marks, and materials that were used within this website are the property of their respective owners.

We are NOT affiliated with the U.S. Government or Federal Medicare Program

Product Illustrations
​And as always, it’s important to keep in mind that past performance is definitely no guarantee of the future results that you’ll receive in most any financial vehicle.

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​Should you complete an online form of any type, you are agreeing to be contacted by Birdseye Financial or one of our referral partners.
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