Keys To Keeping The Family Together After You’re Gone



Family dynamics can be complicated. And even more so when money is involved. Many retirees today are wondering how they can take steps now to help avoid divisions in the family after they’re gone.


Learn strategies for avoiding the most common estate planning mistakes in this new report!

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In This Guide You'll Discover


The Most Common Issues Family Members Divide Over, and The Key Questions You Should Answer Now, To Help Your Loved Ones When You’re Gone


How to Know When to Use a Will and When to Use a Trust


The 3 Key Issues That Need to Be Covered In Your Letter of Instruction


And Much, Much More!

In This Guide You’ll Discover:

The Most Common Issues Family Members Divide Over, and The Key Questions You Should Answer Now, To Help Your Loved Ones When You’re Gone


How to Know When to Use a Will and When to Use a Trust



Strategies To Prepare a Letter of Instruction Now To Inform Everyone of Your Wishes When You’re Gone


The 3 Key Issues That Should Be Covered In Your Letter of Instruction


And Much, Much More!

I want to ensure my estate plan is in order and my family taken care of

Copyright © 2019 | The Wehrly Group | All Rights Reserved


Investment Advisory Services offered through SageGuard Financial Group, LLC, an SEC Registered Investment Advisor. Securities offered through TD Ameritrade Institutional, located at 5010 Wateridge Vista Dr., San Diego California 92121, (800) 431-3500. SageGuard Financial Group, LLC is neither an affiliate nor subsidiary of TD Ameritrade Institutional and does not provide tax or legal services.


The information provided in these materials is for illustrative purposes only. Opinions, forecasts and recommendations are solely those of TWG. The projections used, including inflation rates and investment rates of return, are estimates only and in no way guarantee future performance. The assumptions and calculations are estimates and are meant to serve solely as a guideline. If any assumptions used in these materials are not realized, then the calculations will be inaccurate. There is no express or implied guaranty or warranty that any result shown will be achieved. Any statements or recommendations regarding annuities are solely those of TWG. Annuity guarantees are based on the claims-paying ability of the issuing insurance company. Annuity rates of return are based upon annuity contracts that are currently available in the marketplace. Actual rates of return will depend upon the specific terms of the annuity contract entered into between the client and insurance company. Rates of return on certain fixed indexed annuities may be calculated differently than the relevant market index and result in a lower return. Certain annuity features may require additional conditions and costs, and surrender charges for early withdrawals may result in a loss of principal. Withdrawals of earnings may be subject to ordinary income tax and, if taken prior to age 59 1/2, may be subject to a 10% federal tax penalty.


TAX ADVICE DISCLOSURE: To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. federal tax advice contained in this document is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code, or (ii) promoting, marketing, or recommending to another party any transaction or matter that is contained in this document.