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Estate Planning

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3 Common Mistakes in Establishing a Trust

September 20, 2021

Have you been considering establishing a trust as part of your estate plan? Trusts are often overlooked and under-appreciated in the big picture of estate planning. Most people focus on a will, yet wills are not a silver bullet. They are simply an estate planning tool, which means that they have a clear purpose and some limitations. The function of a will is to tell the executor of your estate how you’d like your assets

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Key Estate Planning Documents and Tips for Women | SYM Financial

August 12, 2021

At some point in life, every woman will have to consider the family’s estate planning documents. Whether through a divorce, a death in the family, or a decision to not get married, leaning on someone else to think through the estate plan is simply not an option for many of our clients. And even for those who are happily married and who could delegate these decisions to their significant other, having some level of understanding

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A young woman holding a pencil interacts with an elderly woman and a toddler. The elderly woman is smiling and pointing at something on the table, perhaps discussing the benefits of a 529 College Savings Plan, while the curious toddler looks engaged. They are sitting together in a bright, cozy setting.

Turn a 529 College Savings Plan into a Family Legacy

April 9, 2020

Have you dreamed of leaving a legacy for your grandkids and future generations? Such a legacy does not require a vast fortune or risky investments. Instead, you can give your grandchildren the gift of opportunity (and money). Simply push the use of the 529 College Savings Plan to its fullest potential. Standard Use of the 529 College Savings Plan In case you’re not familiar with the primary benefit of the 529 Savings Plan, it is

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How to Keep Your Family Cabin in the Family

November 22, 2019

Family cabins are part of many people’s retirement dreams. If you own vacation property, consider special cabin planning when creating your estate plan.  A cabin plan is a wealth transfer strategy designed to keep the property in the family after the owner’s passing. It can eliminate many of the challenges related to shared ownership. Wealth Transfer Strategies When the goal is to preserve the property for the family, the most complete planning scenario will incorporate a

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Two individuals stand outside, engaged in a discussion. The man on the left wears a striped polo shirt, while the woman on the right, clad in a black top, holds a document. They both examine it attentively; it appears to be related to powers of attorney. The background is lush and green.

Medical and Financial Powers of Attorney

July 1, 2019

Completing estate documents can be a daunting task.  Who will inherit the wealth you worked so hard to accumulate?  Wills are important documents, but don’t overlook other, equally important documents such as medical and financial powers of attorney. While most estate planning seeks to direct what will happen after you pass away, medical and financial powers of attorney enable someone (the agent) to act on your behalf while you are still living. Common scenarios that

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Fort Wayne, IN

(260) 387-6822

7030 Pointe Inverness Way #100,
Fort Wayne, IN 46804

Warsaw, IN

(574) 267-2300

801 Park Avenue,
Winona Lake, IN 46590

Indianapolis, IN

(317) 848-2180

9100 Keystone Crossing #560,
Indianapolis, IN 46240

Mishawaka, IN

(574) 287-0035

4215 Edison Lakes Pkwy Suite 320
Mishawaka, IN 46545

Midland, MI

(989) 631-0244

414 Townsend St # 202,
Midland, MI 48640

Schedule A Meeting

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* SYM Financial Corporation ‘SYM’ is an independent investment advisor registered under the Investment Advisers Act of 1940, as amended. SYM ranked #96 in top fee-only RIA by COMPLY in 2023. This rating is not representative of a client’s experience and is not indicative of future performance. SYM did not pay COMPLY a fee for inclusion in the rankings and data is based on 2023 ADV filings.

The opinions expressed herein are those of SYM Financial Corporation (“SYM”) and are subject to change without notice. This material is not financial advice or an offer to sell any product. SYM reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. SYM is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about SYM including our investment strategies, fees, and objectives can be found in our ADV Part 2, which is available upon request.

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