ESTATE PLANNING

You’ve worked hard to build your net worth, but your financial success is about more than achieving security for yourself. It’s also about leaving a legacy for your loved ones.

A solid estate plan is vital to your family’s long-term financial security. Without one in place, there’s no way to ensure your assets are passed to the people and causes that matter most to you.

At Bulldog Financial, we help you implement relevant estate planning documents to achieve your legacy goals. As a starting point, we typically recommend the following:

• Last will and testament
• Living will
• Durable power of attorney
• Proper investment titling and beneficiary designations