Estate Planning
Clients often want to leave a legacy for their children and the generations that follow. After quantifying what the client wants to provide as an inheritance to loved ones, the Certified Financial Planner, CPA, and attorney create and implement a wealth transfer strategy. The attorney creates legal documents that instruct how money should be used and passed to the next and future generations. The Certified Financial Planner works to successfully accumulate the assets the client desires to pass on to loved ones.
There are several strategies utilized to successfully transfer wealth to successor generations. Here are a few to consider:
Revocable Living Trust
Irrevocable Family Trust
Irrevocable Insurance Trust
Annuity Maximization
Life Insurance Maximization
Dynasty Trust
Client Testimonials
Individual Financial Planning
More InformationEdward Kennedy Mason is a successful Florida financial planner that assists individuals and families interested in planning, growing, and saving for their future.
Financial Advisor Report
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Institutional Investment Management
More InformationEdward Kennedy Mason helps Institutions such as organizations, foundations, associations, and non-profits protect and grow their assets while mitigating their risks.
