Broker Check

Estate Planning

Sometimes planning for one’s estate is not taken into consideration until tragedy strikes a close friend or family member. One Financial Services prefers to be proactive when helping our clients create a plan for their heirs.

Although we are not attorneys and do not prepare legal documents or provide legal advice, our advisors are CERTIFIED FINANCIAL PLANNERS™ (CFP®). They have studied the area of estate planning and can discuss concepts and realistic alternatives for addressing a client’s concerns or circumstances.

Our firm recognizes the importance of wills, power of attorney documents, and beneficiary designations being up to date and consistent with the client’s goals and wishes for the transfer of their assets. We encourage the client that copies of all pertinent documents are provided to our office so that we can coordinate their wishes into their financial plan.

Due to our extensive experience in estate planning, our firm is capable of handling several unique areas of concern. For example, if the client has an estate with a special needs circumstance, we can review the interrelated issues of the possible use of trusts, situation-specific beneficiary designations, and the use of life insurance to fund a long-term financial need of a disabled person. If the client is concerned with the possible tax burden their heirs may inherit, their financial plan would include a review of the tax implications that can arise within the estate and preemptively help the client to compensate accordingly.

No matter what circumstance may exist in a client’s life, One Financial Services is capable of handling the coordination of their estate.


The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG, LLC, to provide information on a topic that may be of interest. FMG, LLC, is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Copyright 2018 FMG Suite.

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