Legacy Planning

Working collaboratively with our team of professional attorneys, we help you create a comprehensive legacy plan that keeps your money working for you.

Your Financial Confidence Plan helps you:

• Protect wealth from unnecessary costs at death
• Reduce 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 leave a legacy through life insurance
• Facilitate legal documents such as trusts, living trusts, powers of attorney and more.

DISCLAIMER: Lowrey Financial Group has a strategic partnership with tax professionals and attorneys who can provide tax and/or legal advice.