Estate & Legacy Planning Strategies

Enhancing Financial Decision Making℠

Having estate planning documents, such as a will or living will, doesn’t always mean all of your estate planning goals are being accomplished.

 

family generations

There is incredible value in forging a relationship between your financial/wealth professional and estate attorney. By allowing us to help coordinate your estate planning, we can:

  • Help you exert your influence on transferring your assets and personal values in the event of an illness or death.
  • Offer guidance in helping you think about how you might want to divide your assets between descendants or charities.
  • Plan to mitigate or prevent extra costs, such as estate taxes and/or probate costs.
  • Help you plan to preserve your legacy.

At Ascend Planning & Consulting, LLC we bring tremendous experience and knowledge when it comes to protecting your wealth. We do not provide legal or accounting advice but we will work with your legal counsel and accountant to help ensure you not only a have strong estate plan, but that your finances are secured as well. 

 

A comprehensive wealth strategy includes estate strategies.

For an analysis of your current estate planning strategy, contact Ascend Planning & Consulting, LLC today.

We're Ready to Help

To learn more about our wealth and business strategies, feel free to give us a call or send us a quick note.

Ascend Logo - White

Firm Headquarters

3141 Fairview Park Drive, Suite 250
Falls Church, VA  22042

P: 888-660-4300

E: info@ascendplanning.com

 

How Can We Help? 

Our highly-qualified consultants are ready to speak with you today. Just let us know how we can help and we’ll set up a time to chat. 

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Financial Professionals with Ascend Planning & Consulting, LLC (APC) offer securities through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN), offer investment advisory products and services through Equitable Advisors, LLC, an investment advisor registered with the SEC, and offer insurance and annuity products through Equitable Network, LLC. Equitable Network conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors, Equitable Network and Ascend Planning & Consulting do not offer tax or legal advice. Consult with your professional tax and legal advisors regarding your circumstances. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly qualified. The information in this website is not investment or securities advice and does not constitute an offer.

For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.

Ascend Planning & Consulting, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

PPG-4675725.1 (5/22) (Exp. 5/26)

© 2022, Ascend Planning & Consulting, LLC. All rights reserved.
Ascend Logo - White

Firm Headquarters

3141 Fairview Park Drive, Suite 250
Falls Church, VA  22042

P: 888-660-4300

E: info@ascendplanning.com

 

How Can We Help? 

Our highly-qualified consultants are ready to speak with you today. Just let us know how we can help and we’ll set up a time to chat. 

3 + 5 =

Financial Professionals with Ascend Planning & Consulting, LLC (APC) offer securities through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN), offer investment advisory products and services through Equitable Advisors, LLC, an investment advisor registered with the SEC, and offer insurance and annuity products through Equitable Network, LLC. Equitable Network conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors, Equitable Network and Ascend Planning & Consulting do not offer tax or legal advice. Consult with your professional tax and legal advisors regarding your circumstances. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly qualified. The information in this website is not investment or securities advice and does not constitute an offer.

For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.

Ascend Planning & Consulting, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

PPG-4675725.1 (5/22) (Exp. 5/26)

© 2022, Ascend Planning & Consulting, LLC. All rights reserved.