Estate planning is determining where your assets should go after you die. A properly structured estate plan can help preserve the financial future of your loved ones. You can help protect loved ones from themselves or provide specific instructions on how funds are to be dispersed, even long after passing. We work with estate planners and attorneys to help facilitate planning needs that may need to be addressed.
If you’re interested in providing a trust for your loved ones, we will help you learn more about trusts and how they may benefit you. You can work with our team of estate planners and tax attorneys to develop and create trusts that may help solve your family’s needs and protection requirements.
We will help walk you through the process of what probate could look like for your family and refer you to professionals who can help you create a will or set up a trust to transfer your property and assets when you pass. There are many options that can leave a lasting legacy for your family, charity, or the institutions you support.
We can help you find a qualified professional to assist with providing a charitable gift when you pass or while you are still alive. You may receive multiple tax breaks and potentially be recognized by charities or universities for your generous contributions.
Life insurance can help protect and provide for your family and loved ones if something were to happen to you. We offer many different types of life insurance policies to fit your individual needs. Call McPherson Financial Group today to learn about how life insurance may be used to help secure your financial future for you and your family.
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Investment advisory services offered through Prostatis Group, LLC. McPherson Financial Group, LLC and Prostatis Group, LLC are separate entities and are not owned or controlled by World Equity Group, Inc. Insurance services offered through McPherson Financial Group, LLC.
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Alternative investments have unique risks and are not suitable for all investors. Alternative investment products, including hedge funds, commodity hedged accounts and managed futures, involve a high degree of risk, often engage in leveraging and other speculative investment practices that may increase the risk of investment loss, can be highly illiquid, are not required to provide periodic pricing or valuation information to investors, may involve complex tax structures and delays in distributing important tax information, are not subject to the same regulatory requirements as mutual funds, often charge high fees which may offset any trading profits, and in many cases the underlying investments are not transparent and are known only to the investment manager.
Alternative investment performance can be volatile. An investor could lose all or a substantial amount of his or her investment. Often, alternative investment fund and account managers have total trading authority over their funds or accounts; the use of a single advisor applying generally similar trading programs could mean lack of diversification and, consequently, higher risk. There is often no secondary market for an investor’s interest in alternative investments, and none is expected to develop. There may be restrictions on transferring interests in any alternative investment. Alternative investment products can execute a substantial portion of their trades on non-U.S. exchanges. Investing in foreign markets may entail risks that differ from those associated with investments in U.S. markets.
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