Estate Planning

Many of us are so busy trying to build our assets that we neglect to take the time to ensure that we conserve them for the people or organizations we want to share them with after our death.

Estate planning is not only for the very wealthy. If you own assets — including a home, cash, investment accounts, pension benefits or life insurance — you have an estate. And without proper planning, over half of the value of that estate could be lost to your beneficiaries due to federal estate taxes.

The solution is to carefully plan your estate now in order to reduce the tax burden later — thus enabling you to distribute more of your assets to your beneficiaries.

A Lincoln Investment financial representative can help you make informed choices about your estate plan, and guide you to an estate planning professional who can prepare your estate plan documents in full accordance with current law.