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Estate Planning

You’ve provided a great life for the ones you love by working hard. Proper estate planning will ensure that the assets you’ve built are transferred according to your wishes with the least amount of loss and time.

 

We understand how difficult these decisions can be, and we understand that each family or individual faces a unique set of circumstances. Despite the difficulty, estate planning can be a positive experience. Discussing death and disability is not pleasant. However, making sound plans to secure the future of your loved ones is a wonderful thing, and through proper planning, you can lighten the burden that will be placed on loved ones at your passing.

 

Barber Financial Group advisors will develop a strategy to minimize estate taxation and protect your assets for those you leave behind. Once a strategy is in place, we will review it on a regular basis to make sure it continually meets your objectives.

 

  • Beneficiaries and whom you have designated to receive particular assets
  • Whether or not your estate is large enough to trigger federal or state transfer taxes
  • Living wills and Powers of Attorney
  • Plans for incapacitation
  • Who is designated to make decision in various scenarios

 


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Securities and advisory services offered through National Planning Corporation (NPC), Member FINRA/SIPC, a Registered Investment Adviser. Additional advisory services offered through Barber Financial Group (BFG), a Registered Investment Adviser. BFG, NPC, and Brotherhood Bank and Trust, a division of Bank of Labor are separate and unrelated companies. Products and services offered are not insured by the FDIC; are not a deposit or other obligation of, or guaranteed by, Brotherhood Bank and Trust, a division of Bank of Labor; and are subject to investment risks, including possible loss of principal.
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