ESTATE PLANNING
SERVICES
- Living Trusts – Watch this video on How to Avoid Probate with a Living Trust
- Pour-Over Will
- Power of Attorney for Assets
- Power of Attorney for Healthcare
- Funding and Implementation of Trust
- Legal Suitability Review
- Notarization of Trust Documents
TAX AND RISK MITIGATION IN RETIREMENT
- Tax Efficient Retirement Planning- Watch this video to learn about Tax Free Retirement Income
- Tax Free Alternative Retirement Savings- Watch this video to learn about Tax Free Retirement Strategy
- Wealth Transfer
FINANCIAL SERVICES
- Life Insurance – Watch this video to learn about Family Income Protection
- Long Term Care Insurance – Watch this video to learn about Preparing for the Cost of Elder Care
- Medicare – Watch this video on Introduction to Medicare Benefits
- Final Expense – Watch this video on Tax Free Discount on End of Life Expenses