While developing a comprehensive financial plan involves focusing on our client’s dreams and aspirations, we at Rushton Wealth Management understand the importance of assessing and protecting against certain risks that could derail a plan. This involves structuring your personal and business affairs in order to provide income or liquidity in the event of disability or a premature death. We review our clients' assets as well as the ownership and beneficiary designations to ensure that the assets transfer to the intended heirs in the most tax efficient manner possible.
