Estate Planning
The Advantages
Perhaps you've already made some planning decisions about your estate. You may even have some pieces of your estate plan in place. But are they working together to reflect your personal values? Do you have a plan to pass on more than just your wealth, but your principles and beliefs?
Success challenges you to make difficult decisions about what's truly important to youdecisions that will ultimately shape how you'll perpetuate your legacy.
Few professionals hold the knowledge and expertise to help you clarify your core values and then integrate them into your own estate plan.
Helping Individuals Leave a Legacy
Northwestern Mutual Wealth Management Company® is a limited purpose federal savings bank specializing in estate and business succession planning. Financial Advisors of the Northwestern Mutual Wealth Management Company® are knowledgeable experts based in cities across the country. Their qualifications include professional designations, industry experience and knowledge.
Financial Advisors assist individuals in identifying the core values, belief and legacy they want to perpetuate for themselves, their families and their communities. This is accomplished through a dynamic process of design, coordination, implementation and regular review of strategies aimed at achieving the goals and objectives of the client.
The process and strategic view allows individuals to maintain their financial independence and perpetuate those core values and beliefs, now and in the future, by consciously controlling the management and distribution of their wealth during their lives and after their death among heirs, charity and society.
By working closely with Northwestern Mutual Wealth Management Company Advisor, you can bring clarity to your estate planning goals, discovering not only how you want to distribute your estate, but why.
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Copyright 2008, The Northwestern Mutual Life Insurance Company/Northwestern Mutual, Milwaukee, WI. All rights reserved. 720 East Wisconsin Avenue, Milwaukee, Wisconsin 53202-4797 - (414) 271-1444. The Northwestern Mutual Financial Network is a marketing name for the sales and distribution arm of The Northwestern Mutual Life Insurance Company, its affiliates and subsidiaries.