SHELTON ESTATE PLANNING LLC
INDIANTOWN, FLORIDA

Your legacy transcends money — it also encompasses your values. Your wishes and dreams may include using your assets to help secure your family's future or you may choose to support another cause close to your heart. This might be your favorite charity, your community or your place of worship. Designing a legacy consistent with your dreams and values is a personal, often complex process. But it's well worth the effort. Consider setting up a family estate planning meeting to help improve communication, prevent conflicts and let your family know what's important to you. After giving some thought to your wishes, including the needs of family members you want to provide for, seek the professional guidance and estate planning advice you need from your attorney, tax professional and financial advisor. To help you estimate the value of your estate, you'll need to take the following into consideration: Just like your financial plan, it's important to review your will and other estate planning documents regularly, or when significant life events occur. An Ameriprise financial advisor can help you create a financial plan that includes estate planning strategies designed to help you reflect the things that are important to you. Welcome to Estate Planning made simple, made easy to understand and also to provide you with an opportunity to request a