Taking steps to help protect your estate is a key financial choice. With proper strategies, you may be able to maximize your opportunities and help manage stress and confusion for your loved ones. This whitepaper outlines critical elements worth considering when creating your own estate strategies.
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Investment Advisory Services offered through Whitestone Capital Management, a SEC Registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the commission nor does it indicate that the adviser has attained a particular level of skill or ability. Whitestone Capital Management and Heritage Financial Planning LLC are independent entities. Insurance products are offered through Heritage Financial Planning LLC, by insurance licensed individuals. Any comments regarding safe and secure investments and guaranteed income streams refer only to fixed insurance products offered by Heritage Financial Planning LLC. They do not refer in any way to securities or investment advisory products. Fixed insurance and annuity product guarantees are subject to the claims paying ability of the issuing company and are not offered or guaranteed by Whitestone Capital Management.
