Estate Planning

Leaving a Legacy with Purpose

If you own something, and you love someone, you need a legacy plan. Many think legacy planning is all about tax planning, but there are several factors to consider. Some 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 are already in place is what Legacy Planning is all about.

1. START WITH WHAT YOU HAVE

When beginning the process of estate and legacy planning, gathering all of your existing legal documents is important. These are helpful and give a clear picture of what is already in place and include:

● A will or living will
● Revocable living trusts
● Financial and medical powers of attorney
● Depending on the complexity of your estate (which may have nothing to
do with wealth), other supportive legal documents.

Life insurance policies, both term and cash, plus any long term care insurance may also be a part of your planning process.

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? 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. CONCERNING TAXES….

With proper planning, our clients can often double their legacy tax exemption. The process can seem daunting but it can be a meaningful legacy for your beneficiaries. 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.

Contact Dixon Financial Today

Phone Number

(513) 235-1859

Email

tdixon@dxnfin.com

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At Dixon Financial we put your needs first. We advocate for our clients and are there to be a trusted advisor and guide through the planning process. We evaluate possible pitfalls in your current plan and walk you through opportunities and options available to you.

It’s not about products, it’s about people. Together we can combine the steps above to prioritize your goals
and implement your plan with sound practices and strategies to create your unique Legacy.