Estate Planning

Do you have a will or trust?  Do you have a power of attorney setup?  What about healthcare directives?  More importantly, have you reviewed your estate plan; so, it is updated to your current wishes?

If you think about the most important things in your life, they often center around your family.  The people you love.  One of the most important things you can do for them is to ensure that when you pass away, your estate is preserved.

If you don’t have an estate plan, everything you ever worked for could be tied up in courts for months or even years.  It could cost you tens of thousands of dollars in probate and legal fees.  Additionally, your estate could potentially get double-taxed by the government and possibly be a real mess for your family.

If you would like to have someone contact you regarding your Estate Planning, please fill out the information below.

Understanding Estate Conservation

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5 Critical Strategies for Financial Independence

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Understanding Your Retirement Reality

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Retirement Plan Checklist

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Estate Planning Guide

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Inherited IRAs

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Naming a trust as an IRA Beneficiary

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