Estate & Legacy Planning

You’ve spent a lifetime building your assets. Proper planning can help you protect those assets for your spouse, children, or other heirs. Through effective estate and legacy planning, you can avoid needless legal expenses and minimize excessive estate taxes.

An effective strategy can spell out your healthcare wishes and ensure that they’re carried out — even if you are unable to communicate. It can also designate someone to manage your financial affairs should you be unable to do so. The Cannon Wealth Management team works diligently to ensure our clients properly organize their financial and legal arrangements. We’ll help you document your wishes to ensure that your assets are distributed how and when you want them to be. 

*Cannon Wealth Management and LPL Financial do not provide legal advice or services.  Please consult your legal advisor regarding your specific situation.

Have you made your wishes known?

Let us help you create a plan.