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Three major challenges stand in your way to leaving a legacy.

Estate Planning

Estate Planning

When you’re thinking about leaving a legacy with your estate, you face three major challenges. Faithward Advisors is here to be your expert, objective guide through these difficult decisions.

First, taxes can be a source of confusion and frustration. Every asset has the potential to be taxed differently. There are three groups that go after your assets when you pass away: heirs, charity, and ‘Uncle Sam.’ With proper planning, you can choose any two out of these three to bless!

The second challenge of legacy planning is long-term illness. With costs exceeding $100,000 per year for skilled nursing care, you must understand ways to protect your assets from the effects of long-term illness. Faithward Advisors’ experts can help you calculate how much your long-term care might cost, and then ensure you plan appropriately.

The final challenge is lack of communication. Although often overlooked, the impact of your decisions on family members can be massive. Including them in your process and educating them on your core values can be a vital time of growth and a caring expression of love.

Faithward Advisors
275 Hess Boulevard
Lancaster, Pennsylvania 17601
Free: 1.800.395.7660
Phone: 1.717.560.8300
Fax: 1.717.560.8387

Montrose Bible Conference // 218 Locust Street, Montrose, PA 18801 // Phone 570-278-1001 // Toll Free 1-800-598-5030 // Contact Us