11. Committed Ethical Axis Legacy Planning & Trusts Trusted Professional How to Choose the Best Estate Planning Attorney for You and Your Family
12. 3. Write a Will 1. Lists your Assets 4. Write Planning Directives 2. Assign heirs & beneficiaries 5. Learn about Probate 6. Consider Establishing Trusts 7. Look into Life Insurance 8. Consider Long-Term Care Needs 9. Consider charitable giving & family gifting 10. Plan the future of your business CHECKLIST LEGACY & ESTATE PLANNING
13. Establishing Ties To Empower Client Options in Life Insurance And Legacy & Estate Planning Enabling CFPs to Distinguish Themselves from Other Financial Advisors. Helping Accountants Build Stronger Relationships and Offer more Compete Services. Assisting Attorneys whose core specialty is not estate planning. Attorneys CPAs CFPs CLUs Legacy & Estate Planning Support for Advisors
14. www.Axis-Trust.com Donald L. West, Jr., JD, CTEP Chartered Trust & Estate Planner Don West, Jr. counsels families, individuals and entities on the principles of generational legacy and wealth transfer as a Vice President and Trust Officer for Axis Legacy Planning & Trusts, P.L., an elite wealth management firm with a unique planning philosophy of promoting "Healthy & Sustained Family Wealth" with offices in Atlanta, Georgia and four Florida locations: Tallahassee, Tampa, Palm Beach and Miami. Thank You! EMAIL: [email_address]