Estate Planning

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Estate Planning

Estate Planning

Estate planning insurance plans provide you with the tools in preparation for tasks that serve to manage your asset base in the event of incapacitation (severe illnesses or disabilities) or death. This is particularly heavy on the bequest of assets to heirs and the settlement of estate taxes.

With New Generations Financial, you can protect your estate with a living will and a living trust. As the equity in your property and retirement plans grows, so does your estate’s worth. Think of this in line with the Chinese bamboo tree. On average, it does not grow beyond sprout level for four years but shoots up several feet (typically 90 feet) after the 5th year. This is such that it has developed deep roots, broad and strong enough to hold the tree after it breaks the ground. This analogy best describes the growth of compound interest and the tax-deferred rates on your estate’s worth. From several individualistic plans at New Generations Financial, you can select the best fit for your portfolio.

Estate planning involves the preparation of tasks that serve to manage an individual’s asset base in the event of incapacitation or death, which comprises the bequest of assets to heirs. Most estate plans are set up with the help of a professional experienced in estate law, just like you’ll find on our team. We are a team of experienced and licensed professionals with a thorough understanding of the state and federal laws that affect how your estate will be inventoried, valued, dispersed, and taxed after your death.

So, don’t hesitate. Contact our team today to get started on building and managing your estate.

Get in Touch

Get in touch with our support team today, so we can book your appointment. We are always available to help.

Office Location

New Generations Financial

9110 N. Loop 1604 W., Suite 104 #2260, San Antonio, TX, 78249, US

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