Understanding Estate Planning

How will your assets be preserved, managed, and distributed after death? Who will be in charge of your estate and health decisions in the event you become incapacitated?

These may not be fun scenarios to ponder; however, not having a plan can lead to disaster.

Would you rather leave behind a roadmap for your loved ones following your passing, or should they be left guessing what you would have wanted? If you have young children, who will care for them?

If you leave these questions unanswered, the fate of your family will be left to the courts to decide. Will the court know how to distribute your assets correctly or place your children with the right caregiver? Is that a risk you’re willing to take?

If you’re ready to make a plan, schedule a free consultation below.

Meet Phillip Isan, Owner of Pinpoint Planning & Strategic Consulting

Phillip and his team at PinPoint Planning and Strategic Consulting deliver advanced solutions for CPAs and Attorneys to utilize with their top clients.

CPAs and legal professionals can utilize this collaborative Team-Based Model with Family Office style support and resources to deliver a better outcome and experience for the client compared to the alternatives while retaining full control of the relationship. This instantly elevates the CPA and Legal professional from most trusted advisor to most relevant advisor.

Phillip and his team have a process that ensures attention to detail during consultation, design, implementation review and reporting of advanced market solutions and strategies.

Disciplines include but are not limited to:
• Generational Wealth Management
• Business Advisory
• Tax Planning & Expense Reduction
• Asset Protection & Preservation
• Executive Compensation Plans & Buy Sell Agreements
• Risk Management | Insurance | Captive Programs
• Premium Financed Life Insurance | Private Placement Life Insurance
• Legal
• Transition, Exit and Legacy Planning
• …and more!

Hosted by:

Phillip Isan

Just like planning for retirement, estate planning is a financial strategy that you can undertake to pass on your wealth to loved ones.

There are many myths surrounding estate planning. Don’t let the following misguided beliefs get in your way from protecting your family:
- Estate planning is just for the rich.
- I’m too young to worry about estate planning.
- My family will “do the right thing.”

Furthermore, estate planning is not a do-it-yourself project. You need someone experienced in estate law to help you carry out your final wishes in the best way possible. I know the ins and outs of the law when it comes to taxes, trusts, and wills, which is why I hope you’ll schedule a complimentary estate planning session with me below.

Schedule Your Complimentary Consultation Below!