Estate Planning Services
Did you know less than five percent of Americans retire with enough wealth to feel secure? For the large majority of people, this is a case of poor planning or a lack of planning that can damage the finances of you, your loved ones, and your beneficiaries.
Blended families present a unique challenge when it comes to estate planning. Christina has the expertise to accommodate individuals with complex family and financial issues due to divorce or blended families.
Fortunately, Christina Lynn of Lynn Financial LLC is a Certified Estate Planner®, prepared to help you plan properly for your future so you and those you care about can have peace of mind and security, no matter what life throws your way.
What is estate planning?
In short, estate planning is the act of determining the future of your estate (your physical and financial property, such as your home, rental properties, 401(k), IRAs, checking accounts, household furniture, jewelry, small businesses, and other valuables) for you and your loved ones.
Why is estate planning important?
Estate planning can give you complete control over how your assets are handled, no matter what life-changing events come your way—allowing you, your family members, and other beneficiaries to handle your estate with limited stress and red tape. Estate planning can help you:
- Preserve your estate for your spouse and your heirs.
- Stay in control as long as possible.
- Direct who is going to receive your estate.
- Avoid all unnecessary fees, costs, and commissions.
- Avoid banks, trust mills, high-priced lawyers, and probate courts.
Without strategic estate planning, your assets could fall within the control of probate courts and government agencies. To have complete control over your life and your finances, you need the best in estate planning and financial advisement for a successful future. That’s where Lynn Financial LLC can help.
Why choose Lynn Financial LLC?
Christina Lynn is a Certified Estate Planner®, dedicated to helping you find a custom estate planning approach for your financial situation. Everyone has different goals and priorities—let Lynn Financial LLC help you find a strategy that’s right for you and your future.
Lynn Financial LLC can help you plan for:
- Federal & State Estate Taxes
- Inheritance Taxes
- Capital Gains Tax
- Large Income Tax
- Medicaid Spend Down
- Business Failures
- Illness or Job Loss
- IRS Problems
- Tax on Retirement Accounts
- Gift Tax Issues
Your estate plan should be designed to preserve, protect, and pass on your estate to whom you want, when you want, and how you want. Don’t wait—get started with Lynn Financial LLC today.