In order to properly control your money, you have to possess the
knowledge of where it goes.

When you choose The Niew Group for all of your estate and financial planning needs, you’re assured of the personalized customer service that can only offer this kind of peace of mind. Schedule a free consultation with The Niew Group to begin planning your secure financial future.
Estate planning is an essential part of every financial plan. The purpose of estate planning is to ensure that your assets, regardless of how large or small, go where you want them to go when you pass on. It’s an ongoing lifetime process that includes planning for the care of your dependents.

Although it sounds a bit scary, this section on estate planning could well be titled: Control Your Assets or Someone Else Will. After all, you’ve worked your entire life accumulating your estate, you certainly don’t want to let someone else determine what happens to it. You have the opportunity when you pass to decide not only who will get what, but how and when they will get it.

The Niew Group wants YOU to make these critical decisions and allocate things as you would like them, NOT someone else. We know you don’t want an anonymous third party telling you who should receive your assets, keepsakes, heirlooms and memories.

The objectives of estate planning vary with each individual, and will normally include these important goals:

Objectives of Estate Planning:

• Financial security for your spouse or partner and/or yourself.
  
• Giving your spouse/partner as much responsibility and flexibility in managing the estate as they desire or are capable of while saving on potential taxes.
  
• Minimizing the costs and headaches of probate.
  
• Providing for minor children via guardianship if you were to predecease them.
  
• Providing for enough liquidity so that assets do not have to be sold hurriedly to pay debts or estate taxes.
  
• Minimizing taxes at time of death and estate taxes after death.
  
• Avoiding potential family conflicts and providing equitable treatment of children.
  
• Organizing important papers and records affecting your estate plan in a place known to family members and letting them know the details of your overall estate plan.

The Niew Group will work diligently to ensure your hard-earned assets are distributed in the manner you desire and you and your heirs deserve. A little planning now will go a long way toward ensuring that your assets are distributed the way you want.

Contact The Niew Group today to learn more about Estate Planning and our ability to build this important cornerstone into your overall financial plan.

The Niew Group can help you Earn it, Keep it, and Grow it.