Lottie Austin, CFP, TEP, B. Music, B. Ed. & M. Music

Why is estate planning important?

Estate planning is designed for individuals with significant assets and is the critical first step towards protecting those assets. It can help you to build a legacy, minimize taxes and determine those sensitive, far-reaching decisions about the distribution of your wealth.

What are the appropriate strategies?

We provide you with strategies tailored to meet your individual needs. These strategies can help ensure that you have the opportunity to minimize or eliminate taxes on your estate, and to organize the orderly transfer of wealth to your beneficiaries. Some of these strategies include:

• Wealth preservation • Estate equalization and transfer

• Estate preservation • Charitable giving

• Retirement income • Business succession planning

Who should you rely on and trust to do this important planning?

Our experienced and qualified Estate Planning Specialist:

Lottie Austin, CFP, TEP, B. Music, B.Ed. & M. Music

First Vice President, Estate Planning Specialist

For the past 15 years, Lottie has consistently worked with one business philosophy in mind: To meet the needs of the client and work collaboratively, and in a professional manner, to reach that end.

Lottie believes in building trusting relationships with Investment Advisors and their clients and finding customized solutions and strategies that can enhance the client's financial position.

To contact Lottie call: (403) 266-0150.