You want to make the most of the assets you pass along to your children and grandchildren. That’s why it’s important to know how you can protect your legacy and prepare. HORAN understands this and through proper estate planning, a goal-oriented plan will keep taxes to a minimum to provide the greatest possible financial security for you and your beneficiaries.
HORAN can help you maximize these planning opportunities to proactively manage your wealth planning strategies, and to learn what can be done to avoid or reduce some of the burden of these increased taxes. As your investments and real estate holdings potentially appreciate over time, will your children or grandchildren be adversely affected by the estate’s large tax bill? You can take steps today to protect them tomorrow. Make plans for your family’s future.
Estate planning is often thought of as something that only applies to the very wealthy. In reality, there are several fundamental components of estate planning that everyone should consider to ensure their loved ones are cared for and their legacy lives on as intended. Use this checklist to help ensure proper planning.
We are proud to announce that effective June 1, 2023, HORAN Health, our Employee Benefits division, has become a part of HUB International. Our commitment to local client services, integrity and trust remains steadfast.
HORAN Wealth continues its 75-year legacy of independent support in retirement, life insurance, financial planning, investment advising and more. To learn more about HORAN Wealth, click here.