Our Three-Pronged Approach
LEGAL
ESTATE PLANNING
- Living Trusts
- 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 MITIGATION
TAX & RISK MITIGATION
IN RETIREMENT
- Tax Efficient Retirement Planning
- Tax Free Alternative Retirement Savings
- Wealth Transfer
FINANCIAL
FINANCIAL SERVICES
- Life Insurance
- Living Benefits
- Long Term Care Insurance
- Medicare
- Final Expense
- Funeral Concierge Plan
- Beneficiary Liquidity Plan
DOWNLOAD OUR FREE ESTATE PLANNING GUIDE HERE
Video Gallery
Click the link of topics you are interested to learn more about.
Avoid Probate with a Living Trust
Even if we have a will at the time of our passing, all of our assets and liabilities will need to be settled in probate court before they can be distributed to our families. Watch this short video to learn how your estate can easily avoid the delay and cost of probate for your family.
“End of Life” Legal and Financial Considerations
If you realize that a fatal accident or illness can end your life at any time, and you don’t want to leave your family unprepared, watch this video to learn how important it is to provide instructions and make provisions for the “End of Life”.
Financial Security for “Special Needs” Children
If you are responsible for the care of a “special needs” child of any age, and you are concerned about how they will will be cared for in your absence, watch this short video to learn how you can guarantee their financial security for as long as they live.
Four Questions to Protect Your Retirement Savings
If you are recently retired or preparing to retire, and realize that there is much misinformation and misunderstanding about how your retirement savings must be converted into retirement income, then watch this short video to learn the four questions you need to ask yourself before making any decisions.
Tax Deferral, Market Risk, and Investment Fees
If you are saving money for retirement in a tax deferred 401k, 403b, or IRA invested in mutual funds, ETFs or any sort of “managed” account, watch this video to discover the real cost of deferred taxation, market risk, and investment expenses.
Are Your Retirement Savings at Risk?
83% of retirement savings are at risk for 20% to 50% losses. Watch this short video to learn how and why, and what you can do about it.
Is Your Retirement Income at Risk?
If your retirement income is or will be dependent on stock or bond performance . . . watch this short video to learn why a reliable source of income that will last for as long as you live might well be at risk of running out of money.
If you have dependents (children, spouse or parents) who must rely on you and your income for financial security, watch this video to learn how easy and inexpensive it is to protect them from any economic adversity they would experience in your absence.
Preparing for the Cost of Elder Care
If you are concerned about the possibility of needing home nursing or assisted living care at sometime in the future and having enough money to pay for it – watch this video to learn how you can protect your retirement income and be sure that you don’t run out of money or become a burden on your children.
Tax Free Discount on End of Life Expenses
If you want to save money while providing your family with the funds to pay for your own funeral expenses, watch this short video to learn how you can guarantee that your family will have tax free cash to pay your Final Expenses at a 40% to 60% discount.
Have funds available for your family within 24 to 48 hours.