Estate Planning Guide

Bernicke Education Center

Estate Planning Guide

Estate Planning Guide

Is your family prepared? This guide discusses strategies that may help protect your family from unnecessary estate costs and may help you prevent common estate planning mistakes. In this guide, you’ll learn:

  • Why an estate plan is important
  • Tax benefits associated with the development of marital property agreements in community property states.
  • Basic estate planning considerations such as a will and living trust
  • The importance of a durable power of attorney
  • When to update your estate plan

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About Us

Bernicke Wealth Management, Ltd. (Bernicke) is an independent, multi-disciplinary firm with 20 employees. Our financial advisers provide wealth management services for individual investors, businesses, foundations, and nonprofits, including investment planning, retirement planning, estate planning, and tax planning.

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Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Great Valley Advisor Group, a registered investment advisor. Great Valley Advisor Group and Bernicke Wealth Management are separate entities from LPL Financial. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Learn why you may be able to retire earlier than you think.

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