Estate planning is a cornerstone of a strategic financial plan. While it often doesn’t take the same kind of precedence as saving for retirement or your child’s education, estate planning should not be overlooked when setting long-term financial goals.  An expert financial advisor is your best resource for sifting through the many decisions and details...Read More

Do you know how estate taxes might affect your legacy, and do you have the best strategies in place to minimize their impact?  Estate planning is an essential venture for anyone who wants to minimize the financial burdens on their loved ones when passing along assets to future generations.   Therefore, an established estate planning services...Read More

Many Americans agree that estate planning is essential, but only 32% of people have the basics of an estate plan – namely a will – in place.   However, estate planning is more than designating how your assets should be distributed or who should be the beneficiary of life insurance policies. Instead, a comprehensive plan includes...Read More

Estate planning is not just for the wealthy. Financial mastery is about mindful planning, no matter how large or small your estate is. You need your assets to go to the right people when you die (or should you become incapacitated). In either case, careful estate planning will prove to be a lifesaver. Estate planning...Read More

Ancient Egyptian pharaohs would bury their wealth with them so they could use it in the afterlife. However, a few things have changed since then. Today, if you want any control over your assets when you’re gone, you’ll need to think about writing up wills and estate planning. The peace of mind that thorough and...Read More

Your life’s work deserves asset protection and a well-thought-out strategy. Therefore, to keep your estate plan safe, here at Saddock Advisory, we’ll reduce your exposure to income taxes and steer you clear of unforeseen pitfalls. Although we can handle the heavy lifting, we always like for our clients to have the opportunity to be informed....Read More