Larry R Christenson, CLU®, ChFC®, CASL®, MBA

Financial Advisor

Estate Planning

Most people associate the phrase “estate planning” with having a will – a legal document that names your beneficiaries and spells out who gets what when you die. And while the transfer of your assets is an important part of estate planning, a will or a trust is just one aspect of a broader estate planning strategy to ensure your wishes are known, honored and carried out as efficiently as possible when you’re no longer able to articulate them.

I work with a team of estate planning experts at Northwestern Mutual. Together, we can help you develop an estate planning strategy that may include the following:

  • A strategy to reduce or eliminate gift/estate taxes for your heirs
     
  • A plan to protect your estate from mismanagement or from claims of creditors or ex-spouses

In addition to the expertise our team can offer, you’ll want to work with an estate-planning attorney to establish:

  • Health care directives and a living will that specify the extent to which you want health care professionals to treat you if you become ill or incapacitated.
     
  • Powers of attorney that grant people you trust the legal authority to act on your behalf in case of sudden accident or illness.
     
  • A will or trust to ensure your assets are transferred according to your wishes. Learn more about how Northwestern Mutual can serve as trustee, co-trustee or successor trustee in a wide range of situations.
     
  • The naming of a legal guardian for children under the age of 18.

 

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck