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Estate Planning

Fundamentals

Many individuals put off planning their estate. For some, this is due to the misconception that estate planning is only necessary for the wealthy or only involves tax planning, which can be done "later." For others, it's because they simply have a difficult time contemplating their own death—a perfectly natural reaction. Yet, it is important to recognize that regardless of these issues, solidifying the future of your family is probably high on your list of priorities. That's why a well-structured estate plan is invaluable. Through it, you can control the distribution of your assets and possessions during your lifetime and after your death, as well as name guardians for your children or plan care for other dependents


Luttner Financial Group, a Lifetime Financial Growth Company is an Agency of The Guardian Life Insurance Company of America (Guardian), New York, NY. Securities products and services offered through Park Avenue Securities, LLC (PAS), member FINRA, SIPC. OSJ: 244 Boulevard of the Allies Pittsburgh, PA 15222, 412-391-6700 PAS is an indirect, wholly-owned subsidiary of Guardian. Luttner Financial Group, a Lifetime Financial Growth Company is not an affiliate or subsidiary of PAS or Guardian. Important Disclosures 2014-00000