Estate Planning


Many people think their estate will be ‘too small’ to worry about estate planning. Even a simple plan, however, can help avoid costly problems and give you a sense of security. Estate planning does not have to be confusing, time consuming and overly expensive. Safe Harbor partners with estate planning professionals who will work with you to ensure your estate is protected and distributed according to your wishes.

Without proper planning, estates may end up in probate court tying up property for months (or even years), diminishing the estate’s value with expensive attorney and court fees.

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Safe Harbor Wealth Management, LLC and Safe Harbor Retirement Group, LLC do not offer tax planning or legal services, but will provide references to accounting, tax services or legal providers. They will also work with your attorney or independent tax or legal advisor.