HOW WE HELP
ESTATE PLANNING
Trust documents, wills, and powers of attorney are prepared through the Integrated Trust Systems platform, and our clients work with independent attorneys.
Great Lakes is not a law firm and does not provide legal advice.
TAX & RISK MITIGATION IN RETIREMENT
Our team shares strategies that may help reduce taxes in retirement. We do not provide tax advice. Please confirm any strategy with your tax professional.
LONG TERM CARE PLANNING
Long-term care can mean help at home, assisted living, or nursing care, and the costs can be significant. Planning ahead gives you time to decide what kind of care you would want and how you might pay for it, instead of making those choices during a health crisis. We help you understand the ways families commonly prepare, including paying from savings, long-term care insurance, life insurance or annuity solutions with care benefits, and other dedicated assets. Each option has costs, limits, and eligibility requirements, and the right fit depends on your health, finances, and goals.
BENEFICIARY LIQUIDITY PLANNING
When someone passes away, their family may need cash quickly for final expenses, taxes, debts, or estate settlement costs. If most of the estate is in a home, retirement accounts, or other assets that take time to access or sell, beneficiaries may face delays or feel pressure to sell at an inconvenient time. Beneficiary liquidity planning looks ahead at where that cash could come from, often using life insurance, so loved ones have funds available when they need them.
This information is educational and is not legal, tax, or financial advice.
Insurance products are offered only in states where our agents are licensed — Illinois, California, Florida, Iowa, Michigan, New Jersey and North Carolina — and are subject to underwriting, availability, costs, and limitations. Insurance is offered by licensed agents through RL Financial Solutions, LLC. This information is educational and is not legal, tax, or financial advice.