Estate Planning and Retirement

Estate Planning and Retirement

It is never too early to begin planning for your retirement. We offer comprehensive estate planning services and will customize our services around your individual needs. Since there is no motivation to sell you a financial service or product, we approach estate planning with a goal to understand your objectives and craft a plan for your future by recommending only the best options for your situation. We regularly review the plan we crafted for you, examine your tax exposure and make adjustments as needed, and do everything in our power to ensure that your goals are met as expected so that you are well prepared for the future.

Some of the services we offer as part of our estate planning packages are:

  • Planning meetings to establish your estate planning goals.
  • Organize an estate planning team (legal, finance, taxes, etc.) if your needs require it.
  • Prepare wills, trusts, health care initiatives, power of attorney directives, etc.
  • Management of your estate should you not be capable or available to do so yourself.
  • Transfer of assets to heirs.
  • Liquidation of assets to cover estate expenses and unpaid taxes.

Document Preparation

Let us draft your will and other life changing documents. We can manage your estate should you need representation when you cannot represent yourself. Whatever your needs, we can help!

Investments and Retirement

Planning for you and your family’s future can never come soon enough. Let’s start a conversation on your investments and retirement and set goals on what you want to achieve to ensure a secure future.