Northwest Financial LLC

BASICS OF ESTATE PLANNING

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

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

Access to securities and insurance products provided by Northwest Financial Group, a 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 and tax preparation services are not affiliated or endorsed by LPL Financial.

The LPL representatives associated with this site may only discuss and transact securities business to residents of the following states: AL, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VT, VA, WA, WV, WI.