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July/August 2026
Estate Strategies if You Have No Apparent Heirs
Whether your family is small or you simply lack direct descendants, with a bit of creativity and careful planning, you can ensure your wealth is allocated according to your wishes and has a lasting impact.
Take Care of Yourself First
Since you may not have anyone to rely on for long-term care, make sure you provide for any future medical care you may need.Give to Charity
Think about causes you're passionate about—be it education, healthcare, or environmental conservation. Establishing a charitable trust or foundation not only allows you to support those causes but can also offer significant tax advantages.Remember Friends or Key Mentors
You might designate them as beneficiaries of your assets or even include them in your decision-making process. This approach allows you to meaningfully distribute your wealth and express gratitude to those who've contributed to your life.Plan for Pets
A pet trust can ensure they receive proper care and financial support when you're no longer around.Lastly, keep in mind that your estate strategy isn't a one-and-done deal. As your life circumstances change, so might your needs. Be sure to touch base regularly with your trusted advisor to review your strategy.
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Adan H. Diaz and Bryce McLeish offer products and services using the following business names: FRESCO Financial Advisers – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with FRESCO Financial Advisers. The information you provide us is the basis for the recommendations we make to help you meet your unique financial goals and objectives. If you experience a change in your financial situation or investment objectives, or if you wish to modify or add any restrictions concerning the management of your account, please contact us. Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.
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