Estate Planning

Estate Planning

Lowrey Financial Group can help you to create and implement a comprehensive estate plan which include strategies that:

  • Use tax-deferred and tax-free financial products to protect wealth from unnecessary costs at death
  • Reduce the taxes and fees associated with an estate transition
  • Prevent probate
  • Ensure heirs receive what was intended through proper beneficiary designations, probate protection and tax-reduction strategies
  • Cover final expenses and leaving a legacy through life insurance
  • Facilitate legal documents such as Trusts, Living Trusts, Powers of Attorney, and more

For more personalized guidance on how to design and implement a comprehensive estate plan, schedule a complimentary Estate Plan Review with one of our retirement guides. Lowrey Financial Group can be reached in your area by visiting “Our Team“, at the top of this web page. We look forward in assisting your family with your Estate Planning needs.