Estate Planning

Why is Estate Planning So Important?

Estate Planning is an often overlooked aspect of financial planning. Proper planning can leave your family with a secure and financially worry-free financial future and you can leave a family legacy that will last for generations. Be aware, without proper planning the IRS will take their share of your estate, and your assets could be held up in probate for years.

What is the Estate Planning Process?

At Coastal Financial Planning Group, we connect you with a team of specialists who will help you prepare and execute an estate plan is that is right for you and your beneficiaries.

 

One overlooked aspect of estate planning, other than avoiding taxes, is the fact that insurance documents and other contracts may supersede the wishes you lay out in your will. Making sure all your beneficiary forms are in order, and that you are transferring your assets in the most tax efficient manner; having a continuity plan in place to insure that your loved ones are worry-free; while your estate is making it's way through the courts, is vital.

Provide yourself and your loved ones with the peace of mind that comes with knowing that you have a sound financial plan that takes care of them when the time comes. Start the process today, call (843) 735-5065.

Let's Get Started...Request a Consultation

We want to help. Please contact us by filling out the form below, or by calling us at 843.735.5065, to schedule a no obligation initial consultation. Rick Durkee is an investment advisor representative and a fiduciary. 

Coastal Financial Planning Group

78 Ashley Point Drive Suite 201 
Charleston, SC 29407

(843) 735-5065

           Closed

         9:00 am - 5:00 pm

         9:00 am - 5:00 pm

    9:00 am - 5:00 pm

         9:00 am - 5:00 pm

            9:00 am - 5:00 pm

       Closed

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"Navigating Retirement with Rick Durkee"

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Investment advisory services are offered through Fusion Capital Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the commission and does not mean that the advisor has attained a specific level of skill or ability. All investment strategies have the potential for profit or loss. 

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