There is a common misconception that an estate is only the property that one leaves at death. In reality, it is much more than that. Estate planning encompasses the accumulation, conservation, management, and distribution of an estate. The overall purpose of the estate planning process is to develop a plan that will enhance and maintain the financial security of clients and their families upon the client’s incapacitation or death. Estate planning has come to include lifetime financial planning that may lead to increases in a client’s estate as well as the conservation of existing assets. Estate planning should provide financial security during retirement years and facilitate the intended and orderly disposition of property at death. We provide estate planning services, not legal advice, and so we work closely with attorneys that do.
Advisory services offered through CoreCap Advisors, Inc., a registered investment advisor. This material does not constitute an offer to purchase or sell securities or a solicitation of such offers in any jurisdiction in which Fort Wealth Management, CoreCap Advisors, Inc. and their respective associated persons are not appropriately licensed and/or registered to make or receive such offers. Fort Wealth Management and CoreCap Advisors, Inc. are separate and unaffiliated entities.
The content of this website is developed from sources believed to be accurate and current; however, Fort Wealth Management does not control those sources and therefore cannot guarantee such accuracy or currency. This material does not constitute tax or legal advice; Fort Wealth Management does not give such advice and you are encouraged to consult with appropriate professionals for such advice. Some of the material on this website was developed and produced to provide information on a topic that may be of interest. Fort Wealth Management, and CoreCap Advisors, Inc. are separate and unaffiliated entities. The opinions expressed and material provided is for general information and should not be construed as an offer to purchase or sell securities or a solicitation of such offers.
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