Luis Díaz Moreyra’s Post

Succession Plans: Why Do They Matter? 🤔 At FigTree Financial, understanding the essence of succession planning is at the core of securing your family's financial future. Here’s why having a robust plan is not just beneficial, but essential: 🔒 Preserving Wealth: Ensure a seamless transition of wealth across generations, minimizing risks and protecting your assets. 🤝 Maintaining Family Harmony: A well-prepared succession plan prevents conflicts and unites family members under shared goals and values. ✨ Securing Your Legacy: Safeguard your family’s principles and create a lasting impact that spans generations. A lack of formal succession planning can jeopardize everything you’ve worked hard for. Don’t let your legacy fade due to unplanned circumstances. Partner with us to craft a tailored strategy that not only protects but enhances your wealth and preserves your enduring legacy. Want to learn more about navigating the complexities of succession planning? Check out our latest article: https://lnkd.in/e-cjSDZu #FigTreeFinancial #SuccessionPlanning #WealthManagement #FamilyLegacy #FinancialPlanning

Mistake number 4… This month we will be tackling the 4 most common estate planning mistakes we see in our office and how to avoid them. Lastly, we often see a lack of succession planning. That means failure to nominate backups. Let’s walk through an example. You’ve nominated your spouse and then your sister as trustees. Sometimes you all like to vacation together. What if something happens to all of you? Who, then, will execute your will and trust?    Succession planning means thinking ahead further and covering your bases. Succession planning also includes your beneficiaries. Listing more than one is imperative. Having your succession plans in place can save time and money later when you’re gone. Need to work on your succession plan? Give us a call! We’re happy to help! You can also watch our short resource video on this topic at the link below. https://lnkd.in/gC-pbygi

It’s what you help your clients do every day – plan for the future. But what do you tell your clients when they ask, “What’s your plan for when you retire.?" A comprehensive succession plan helps give your clients peace of mind about the future. Learn more here: https://bit.ly/4hg0mOV

It’s what you help your clients do every day – plan for the future. But what do you tell your clients when they ask, “What’s your plan for when you retire.?" A comprehensive succession plan helps give your clients peace of mind about the future. Learn more here: https://bit.ly/4hg0mOV

It’s what you help your clients do every day – plan for the future. But what do you tell your clients when they ask, “What’s your plan for when you retire.?" A comprehensive succession plan helps give your clients peace of mind about the future. Learn more here: https://bit.ly/4hg0mOV

It’s what you help your clients do every day – plan for the future. But what do you tell your clients when they ask, “What’s your plan for when you retire.?" A comprehensive succession plan helps give your clients peace of mind about the future. Learn more here: https://bit.ly/4hg0mOV

It’s what you help your clients do every day – plan for the future. But what do you tell your clients when they ask, “What’s your plan for when you retire.?" A comprehensive succession plan helps give your clients peace of mind about the future. Learn more here: https://bit.ly/4hg0mOV

It’s what you help your clients do every day – plan for the future. But what do you tell your clients when they ask, “What’s your plan for when you retire.?" A comprehensive succession plan helps give your clients peace of mind about the future. Learn more here: https://bit.ly/4hg0mOV

It’s what you help your clients do every day – plan for the future. But what do you tell your clients when they ask, “What’s your plan for when you retire.?" A comprehensive succession plan helps give your clients peace of mind about the future. Learn more here: https://bit.ly/4hg0mOV

It’s what you help your clients do every day – plan for the future. But what do you tell your clients when they ask, “What’s your plan for when you retire.?" A comprehensive succession plan helps give your clients peace of mind about the future. Learn more here: https://bit.ly/4hg0mOV