Dixon Financial

Estate Planning

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If you own something, and you love someone, you need a legacy plan. Many people think legacy planning is all about tax planning, but there are many factors to consider.
Many also think, "If I don't have an estate over $1M or $2M, I don't need a legacy plan." This is simply not the case.
Planning for your end of life, protecting your loved ones and the assets that you do have is what Legacy Planning is all about.

Estate Planning Tips to Get You Started


1. Start with What You Have

When beginning the process of Estate and Legacy planning, gathering all of your existing legal documents is of the utmost importance. These may include:

  • A Will
  • A Living Will (which is an advanced medical directive)
  • Financial Power of Attorney
  • Medical Power of Attorney


Depending on the complexity of your estate (which may have nothing to do with wealth), other supportive legal documents may be needed.

All of the above documents, and possibly more, should be a part of your planning process. Dixon Financial is here to help you every step of the way, including connecting you with our professional Partner Network for creation of any of the above documents needed, in order to achieve your complete Legacy Plan.


2. Answer a Few Questions

Who will inherit your property when you pass? What kind of medical treatments will you want to receive –or avoid– if you become critically ill? Thinking about and finding your answers on issues like these are at the core of estate planning. When you plan your estate, you create instructions on how your financial and personal affairs should be handled after you can no longer manage them.


3. Tax Preparation

With proper planning, our clients can often double their legacy tax exemption. The process can seem daunting to retirees, but it can be a meaningful legacy for your beneficiaries. We are here to guide and help you through all the tasks and decision-making.

At Dixon Financial, You're in Good Hands

At Dixon Financial, we can help you evaluate pitfalls in your current plan, make you aware of opportunities you may be missing, and walk you through the many options available to you.  


Together we can combine the steps above to prioritize your goals and implement your plan in connection with an experienced estate planning attorney to create your Legacy.


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Use our helpful calculators to get a better understanding of your finances and what you can do to start achieving your goals today.

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(513) 235-1859

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