Estate Planning

Individuals & Families | Estate Planning

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.  

Checklist

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.

Related Services

Wealth Management

At HORAN Wealth, we listen generously.
Listening allows us to tailor solutions that
fit the aspirations of each client.

Learn More
Wealth Management Learn More
Medicare & Individual Health

Insurance is complicated. We help eliminate the confusion and frustration that comes with selecting the health insurance plan that is right for you.

Learn More
Medicare & Individual Health Learn More
Life, Disability & Long Term Care Insurance

Prepare and protect yourself and loved ones. We help you leverage the bridge of insurance to protect yourself and your loved ones during times of need.

Learn More
Life, Disability & Long Term Care Insurance Learn More

Insights

Yield Curve In Focus And Sentiment
The Federal Reserve has put the market on notice that interest rate increases are likely to come sooner than originally anticipated as well as an…
Read More
Yield Curve In Focus And Sentiment Read More
Inflation And The Equity Market
The recent release of Federal Reserve minutes gave investors a reason to reevaluate the pace of future Fed tightening. The minutes lead investors to…
Read More
Inflation And The Equity Market Read More
Retirement Meditation #2: Do I spend more time planning vacation or planning for retirement?
Author: Paul A. Carl, CHSA, CPFA Vice President, Retirement Plan Consulting, Registered …
Read More
Retirement Meditation #2: Do I spend more time planning vacation or planning for retirement? Read More