Estate Planning

Practical needs and wishes of the family come first and then tailored strategies for minimizing taxation are implemented.
Tax or legal services are not offered through or supervised by Lincoln Investment or Capital Analysts.

Legacy Planning
Many affluent individuals and couples desire to build a legacy by using their wealth in constructive ways. As our advisors identify your principles, planning can be executed so your values and wealth can be passed to future generations.

Beneficiary Review
The advisors at Shepherd Financial will carefully review your beneficiary designations so you will have an understanding of how your assets will transfer after your death. This will help create an estate plan that ultimately fulfills your wishes and prevents unnecessary delays for your heirs.

Coordination With Other Advisors
Shepherd Financial will work closely together with other professionals because it is important the estate plan and any accompanying legal documents work in tandem with other elements of your overall financial plan.

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