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Estate planning 

If you died, what would happen to your accounts? Your wealth? Your family?

The unknown doesn't need to be so scary. Helping our clients plan ahead for the transition of their assets to their loved ones is one of our top priorities. An effective estate management strategy is a vital part of anyone's financial plan, regardless of income. Having a well-designed estate plan can make a big difference in ensuring your financial destiny is secure.

Take control of your financial legacy, today.

 

Neither Woodbury Financial Services, Inc., nor its registered representatives or employees, provide tax or legal advice. 

What we offer

Building an effective estate management plan can be a complex task, and may even bring new financial needs to your attention. Let our team at Legacy Planning Group help you with our broad range of options.

Trust account solutions

A range of trust account solutions for your estate planning needs. 

Life insurance

Flexible policies that protect you and your family's financial well-being.

529 college savings plans

Tax-advantaged account for education savings.

Plan maintenance 

From appointing trustees to designating IRA beneficiaries, we help ensure your plans remain up-to-date. 

Protecting your loved ones

At Legacy Planning Group, we are particularly skilled at "special situations". This may involve second marriages, or children who are not be mentally or emotionally prepared for a large inheritance. Help ensure that you beneficiaries get the most from your legacy by protecting them from themselves and others.