Do you know what will happen to your assets after your death? It’s a difficult question to think about, but estate and legacy planning is essential for making sure your wishes are known and respected.
Answers to Tough Questions
Estate planning helps answer difficult questions, so you have confidence:
What is an Estate Plan?
An estate plan is a document that outlines how you want your wealth and assets (real estate, cash, etc.) to be transferred to your heirs or distributed after your death. The plan could include charitable giving or strategies to reduce estate taxes for your beneficiaries. A sound estate plan will protect your loved ones from the anxiety and stress of a lengthy probate process.
Wichita Estate & Legacy Planning
Angie Tejeda, MBA MRFC, is a Wichita financial advisor who can help you create a plan to protect your legacy and provide for your loved ones. You don’t have to be wealthy to create an estate plan. If you have retirement accounts or insurance policies, you own real estate or have your own business, Angie can provide the estate planning answers and guidance you need.
When to Use an Estate Planner
No one knows what tomorrow will bring, so it’s always a good time to plan for your future. There are a few key events that often prompt people to consider planning their estate:
How Estate & Legacy Planning Works
The estate and legacy planning process begins with a review of all of your assets. Then there’s a discussion of your goals and your wishes for how your property should be distributed after your death. The discussion may also include the types of insurance and coverage amounts you need. Finally, your financial planner will recommend tax-efficient wealth-transfer strategies to pursue your goals.
These could include:
Angie Tejeda is not an attorney and cannot provide legal advice. We do work with Wichita estate planning attorneys when needed.
Why Work with Tejeda Financial
The truth is, estate planning is a difficult subject. Angie recognizes this, and her compassionate and caring manner will help you feel comfortable discussing delicate issues. She can help work through tough decisions such as how to handle beneficiaries for blended families. With more than 20 years of experience helping multiple generations of clients, Angie can help you clarify which assets should be included in your estate plan. She is dedicated to providing you with knowledge to make educated decisions so you can feel confident in your choices.
