It’s more than numbers.
Your life has meaning. Now it’s time to plan for your future significance.
Planning and preparing the tasks to handle your legacy base can be overwhelming. Do you leave equal or equitable distributions, or a bequest? The settlement of your estate can be a challenge.
At Radian Partners, we take the guesswork and stress out of estate planning by listening closely to your wishes, concerns, and considerations and helping you understand the terminology and structure of legacy.
Our estate planning services include:
- Personalized planning from a trusted, experienced professional
- Informed investing techniques to minimize the taxes paid on your investments
- Simple, clear-cut investment advice catered to your goals
- Guidance for your will, trust, and caregiving plan
- Support in choosing the right Personal Representative or Trustee
- Estate planning services tailored to your beneficiaries and/or assets
- Review and adjustments of your estate plan
Regardless of your current wealth, portfolio, assets, and income, we’ll help you feel at ease with the legacy you leave behind.
Developing an equitable estate plan?
It shouldn’t be a mystery.
Radian will help you make sense of estate planning to fit the needs of your family and care for your loved ones as individuals.
How do you wish to be remembered? Nancy and Miles want to ensure that their adult children feel equally loved and provided for. But their older daughter is financially stable and their younger son is on permanent disability. How can they fairly attend to the needs of both?
Radian Partners knows that legacy planning is not a one-size-fits-all solution. Our estate planning services will help you make sense of life’s big questions.
It’s your money, and it should work for you!
But it doesn’t have to be traditional investments for it to build your portfolio. We help you follow your passions, so you aren’t putting things on hold.