What We Can Do For You
Helping you understand the importance of a will:
Creating Powers of Attorney (POA):
Considerations for dependents needs:
Tax planning considerations (minimizing Estate taxes and reducing probate fees):
Protecting your estate:
Health and welfare considerations:
Distributing your assets/legacy:
For some people, financial planning is mainly concerned with how best to go about building a nest egg, and how to make it last through retirement. But for many, there is a desire to ensure their estate delivers benefits beyond their own retirement, and produces a lasting legacy even after they have passed.
Why Estate Planning is Important
If you wish to leave behind a lasting legacy, whether it’s for family and loved ones or a charitable institution, then you need to put a well-thought-out Estate Plan in place, so your legacy is established in accordance with your wishes. Without such a Plan, strangers (the State, Lawyers or individuals that don’t have your interests in mind) could determine what happens to your Estate.
If you wish to ensure that you are in control of what happens to your estate, and if you want to guarantee that your estate is handled in accordance with your directives, then having an Estate Plan is paramount.
Chipley Location Address
Southern Financial Group
934 Main Street
Chipley, FL 32428
Chipley Location Phone
Phone: (850) 638-0388
Fax: (850) 638-0205
Dothan Location Address
Southern Financial Group
256 Honeysuckle Road, Suite 9
Dothan, AL 36305
Dothan Location Phone
Phone: (334) 699-4051
Fax: (334) 699-1579
If you’re a beginning investor, it’s likely you’re concentrating on building your portfolio. But as important as it is to build that portfolio, you should also ensure that it’s diversified. The current market uncertainty caused by COVID-19 is a perfect example of why...
If the Coronavirus’ effect on the markets has taught us anything, it’s that every single person reading this should start the process of creating an emergency fund. This is not just an idea, nor is it a savings account, but rather, it is a separate pool of money to...
During a crisis, you need answers, and your financial advisor knows this. It is a scramble to find the right information, and sometimes you do not even know whom to call. So, what do you do? Well, luckily for you, we have spent some time thinking about this and have...
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Securities offered through J.W. Cole Financial, Inc. (JWC). Member FINRA/SIPC. Neither J.W. Cole Advisors, Inc. (JWCA) or J.W. Cole Financial, Inc. (JWC) nor its representatives provide legal, tax preparation or accounting advice. Persons who provide such advice do so in a capacity other than as a registered representative of (JWCA/JWC). Southern Financial Group and JWC/JWCA are not affiliated entities.
Registered Representatives of J.W. Cole Financial, whose identities and associations with Southern Financial Group are disclosed on this site, may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. Please note that not all of the investments and services mentioned may be available in every state.