Legacy & Significance Planning

Planning how to properly protect, preserve and pass along your estate to your church, charity or heirs is critical in financial planning.  John Navin & Associates will work with you to customize a strategy to meet your long term goals and needs, understanding the importance of keeping your business and financial investments private.  They utilize a “big picture” view when creating your legacy planning strategy.  Considering how you want to leave your footprint once you leave this great place.  What do you want to be remembered for?  What do you want your children to know?  How to set up a living biography of your life, to save your children years of learning experiences and financial road blocks?  Making your future bigger than your past….involves a little bit of work and some good planning with good experts in the field.

Your beneficiaries (church, charity, kids) will benefit by your hard work, but it won’t happen by mistake.  Make sure you have considered a few key areas in your planning:

Trust/Wills
Living trusts allow you to retain control of the trust while living, pass on guardianship if ever you become incapacitated or unable to make decisions for yourself and eventually transfer the trust to your heirs without the hassle of probate.  Should you wish to incorporate this simple method of passing on your estate, John Navin and Associates are happy to schedule an appointment with one of our strategic partners or visit with your attorney to see if you are in need of a trust.

Charitable Giving
It is stated that one of our obligations is to help the widows, poor and the orphans.  John Navin and Associates agrees whole heartedly.  There are many ways in which to do that and there are many ways in which Uncle Sam has made it advantageous to our portfolio to do so.  Charitable giving feeds the soul….set-up your plan to for your charities!

IRA/Legacy Planning
IRA legacy planning is an important planning strategy that helps secure how you will pass along your hard-earned retirement savings to your family, friends, charity, utilizing the most tax advantage methods available today.

Probate
Also known as the process of proving a “will” to be true, probate requires that your estate, assets, and debt become finalized under legal supervision.  Probate can be lengthy, complicated, public, and burdensome to your heirs.  John Navin and Associates may assist you in mitigating this process by applying probate estate planning strategies to your financial portfolio.

Please invest a few moments and utilize our articles and tools to help you prepare for Estate/Legacy Planning.  When you are ready, call us toll free at 866-369-9029 to arrange for a free second opinion on your Estate/Legacy Planning Strategy. 

Remember, every choice has a benefit and a consequence. If you are feeling that “something isn’t right” feeling in the pit of your stomach or you still don’t have a clear-cut strategy….take action….your future depends on it!

John Navin & Associates—Solid Financial Strategies to Help You Grow.

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