Planning your estate involves many legal, financial, logistical, and emotional complexities. After all, you want to make sure your family is cared for in uncertain times. Kelly Shores Financial offers the expertise and services to work toward this objective. We work with you as a financial advisor to create customized strategies for your estate.

Your Estate, Your Way

You understand your own needs the best. What you need is trustworthy financial professionals to help you navigate the intricate world of estate planning — and that's where Kelly Shores Financial can help. Depending on your financial picture, several components can make up your estate plan:

• Wills, for distributing assets and appointing guardians for your dependents
• Trusts, which hold and manage assets and potentially avoid lengthy probate processes
• Life insurance, providing money for debts, funeral expenses, and beneficiary support
• Power of attorney, allowing a trusted person to make financial and legal decisions on your behalf in case you are incapacitated 

Other critical components include beneficiary designations for life insurance, retirement savings, bank accounts, and additional assets. Tax planning is also key, focusing on tax-minimizing strategies such as gifting and tax-free bequests. Using these and other approaches, we collaborate with you to develop an estate plan tailored to your situation, needs, and desired outcomes.

Your Partner in Estate Planning

As a financial advisor, Kelly Shores Financial provides estate planning, wealth management, asset management, and other core services. Our goal is to help you meet your goals. Book a consultation or find out more by calling (217) 210-2022.

This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor. Kelly Shores Financial and LPL Financial do not offer tax or legal advice.

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.