ESTATE PLANNING

Estate planning is the process of developing a legal plan designed to help you work toward the financial goals and objectives you have identified while living and at your death. An attorney is needed to draw up wills and trusts. Common goals include:

  • providing a means to pay for federal estate taxes and other expenses related to your death
  • providing income to your loved ones
  • providing for the disposition of your business
  • distributing your assets to family members with the least amount of shrinkage or loss possible
  • providing for a child with special, long-term needs

Estate planning can accomplish all of the above. Contact Northwest Financial LLC today to learn more about estate planning and where it fits into your financial plan.

Secure Tomorrow
   

About Us | Privacy Policy | Internet Policy | Business Continuity Plan
© 2010 Northwest Financial LLC. All rights reserved.

This site is designed for U.S. residents only.  The services offered within this site are available exclusively though LPL Financial’s U.S. investment representatives.  LPL Financial investment representatives may only conduct business with residents of the states for which they are properly registered.  Please note that not all of the investments and services mentioned are available in every state.

Access to securities and insurance products provided by Northwest Financial Group, a registered investment advisor and registered broker/dealer, member FINRA/SIPC. Northwest Financial Group is a subsidiary of Northwest Financial LLC, a wholly owned subsidiary of Northwest Federal Credit Union. Securities and insurance products are offered through LPL Financial and its affiliates, member FINRA/SIPC. LPL Financial has contracted Northwest Financial Group to refer securities and insurance business to LPL Financial. Northwest Financial LLC and Northwest Federal Credit Union are not registered broker/dealers and are not affiliated with LPL Financial.

Not NCUA insured. No credit union guarantee. May lose value.

Loan protection, tax preparation, and settlement services are not affiliated with or endorsed by LPL Financial.