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Estate Planning

You may have heard the saying that failing to plan is planning to fail. When it comes to your estate, that might be the case. If you fail to put together a plan, the state already has one in place for you. And it might not be what you wanted. 

If you have a desire to maintain some control over where your assets are allocated upon your death, taking some time while you are still here to put an estate plan in place makes great sense. Working together with what your tax professional and attorney have in place, we can craft a plan that can implement your intentions for passing on your accumulated wealth. 

Talk with a member of our Financial Solutions Team to get started with the estate planning process.

We do not provide legal advice. Investors are encouraged to consult their legal counsel for their particular situation.



Ready to get started with the estate planning process? Make an Appointment

Need a financial/insurance check-up? (recommended at least every couple of years) Make an appointment with an Infinex consultant.

Just want to learn more about financial planning?

 Get started with MoneySmart.


About our Investment Products and Services:

Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Benchmark Financial Solutions is a trade name of Benchmark Community Bank. Infinex and the bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.