Building relationships and financial plans for over 85 years
1401 South Florida Avenue
Lakeland, FL 33803
Toll Free: 1 (800) 950-2526
Phone: (863) 688-9000
Fax: (863) 616-6354
7380 Murrell Road, Suite 100
Viera, FL 32940
Toll Free: 1 (855) 655-3131
Phone: (321) 253-3131
Fax: (321) 253-3141
250 Avenue K SW, Suite 106
Winter Haven, FL 33880
Toll Free: 1 (800) 678-7411
Phone: (863) 294-7411
Fax: (863) 294-4017
If you’re not really sure when to begin planning for the transfer of your estate, you might be there now. With all planning, there are key components that will be necessary in order to have a truly buttoned up plan. Working with your Financial Advisor is only one part of that process. There are some steps that you can take on your own to begin this part of your financial journey.
Communication is an important part of your estate planning process. Annual meetings with your family members or those directly impacted by your estate.
Being proactive is critical. Make sure you have the proper documents in place and in a secure area. For example, you will want to ensure that all documents be saved in some electronic form that is secure and accessible.
Each year, you will want to reconfirm the status of your beneficiaries. This often goes overlooked.
DO NOT assume that your will or trust beneficiaries are carried over to all your existing accounts. Your advisor can walk you through just exactly what that means.
Start your estate planning journey.
At Allen & Company, we’ve been serving our clients with dignity and integrity since 1932. It’s our mission to make a profound and positive difference in your life and the communities we serve. Put our experience to work and let us help you through.
I’d like to meet an Allen & Company advisor.
Call or contact the Allen & Company branch office nearest you to schedule your appointment:
Winter Haven Office
Space Coast Office
Protect what matters most to you.