ESTATE PLANNING 

Multi-Generational/ Estate Planning

Our multi-generational financial planning approach seeks to provide you with the clarity, confidence and guidance you need to plan for the responsible stewardship of your family’s wealth over generations.

Bo Harris Wealth Management will work with you and your spouse on an ongoing basis to develop investment strategies that seek to:

  • Create a plan for your retirement income to keep up with inflation

  • Develop strategies for mandatory IRA withdrawals

  • Allow you to enjoy your favorite retirement hobbies and leisure activities

  • Address the rising cost of medical and long-term care

  • Provide the surviving spouse with personal, caring assistance in managing investments

  • Work towards education objectives for children and grandchildren

 

We will also establish a working relationship with your children and grandchildren to help them:

  • Analyze 401(k) plan options and implement strategies for these plans

  • Evaluate mortgage-refinancing options that may reduce mortgage payments

  • Assess and implement attractive stretch IRA provisions

  • Review company stock option plans and develop an option exercise strategy

 

We will also review or develop an estate plan that seeks to simplify the transfer of your estate to family members. We will work with your other professional advisors, including your CPA and attorney, to ensure that all necessary estate-planning documents are in place, and that a plan is effectively coordinated and implemented on your behalf.

Legal services are not offered by LPL Financial or affiliated advisors.

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. 

SECURITIES OFFERED THROUGH LPL FINANCIAL, MEMBER FINRA/SIPC. INVESTMENT ADVICE OFFERED THROUGH GWM ADVISORS, A REGISTERED INVESTMENT ADVISOR. GWM ADVISORS and Bo Harris Wealth Management are separate entities from LPL Financial.

The LPL Financial registered representative associated with this website may discuss and/or transact securities business only with residents of the following states: LA

GWM ADVISORS is a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where GWM Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for information purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by GWM Advisors unless a client service agreement is in place.