Family Legacy Planning in El Paso - Planning for Your Family's Future, Today

Family legacy planning is an essential part of life. But creating a legacy is no small feat, it’s an important part of us that we pass along to generations. The Herrera Group has helped the El Paso community plan for the years ahead. Careful, detailed legacy planning comes with the responsibility of acquired wealth and having family members take care of assets past your lifetime. If you’re ready to start planning for your family’s future, then the Herrera Group can help.

Our Family Legacy Planning Services

We offer the most essential services to ensure your family is well taken care of and prepared for the future. Every family plan is tailored for the individual needs and long-term family needs.
Our services include:
  • Estate Planning
  • Wealth Management
  • Business Exit Strategies
  • Retirement Planning
  • Investment Advising
  • Insurance

How to Prepare

Although family legacy planning is similar to preparing a will, the process is much more complex. It’s crucial that you start early so that everything is in order when the time comes. One of our financial advisors will guide you through any questions, concerns, or special requests that may come up. We take a look at your overall situation to make sure you’re financially prepared and secure enough to amass a legacy to pass on by following our detailed planning. Your financial security is key to having the ability to leave anything behind for your family. We then go over who is going to handle all of your affairs. We can also have a meeting with the next of kin on handling details like your estate and assets to ensure a smooth transition. Our advisors can help you and everyone involved with how to ensure your assets are protected when they’ve been passed on.

The Importance of Planning Your Legacy

Many issues can crop up and details can become skewed without proper legacy planning. We help protect your legacy from any legal issues or predators that may come up. Staying aware sooner, rather than later, will give you time to have everything in order and promptly prepared. Don’t let your legacy slip away due to an overlooked account or legal issues that could have been avoided.

Personalized Solutions for Your Needs

We’ve helped various clients who all have different aspects of their lives to consider. Many of them are business owners of some sort, so this brings to question who will take over in the future. Even estate planning will require beneficiary planning. We take every account and client with an individual outlook and personalized plan. We look for solutions to fit your needs and wants to lock in a successful legacy.

Contact the Herrera Group, Today

Here at the Herrera Group, we’ve dedicated ourselves to helping people plan for the best and smartest decisions. We want your family to be prepared and ready for whatever may come in the future. Our advisors have over 20 years of experience in handling unique and individual family legacy plans. When you’re ready, give us a call to start making your future plans brighter and better than imagined.
Family Legacy Planning

Family Legacy Planning

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