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
- Risk Mitigation in Retirement
- Tax Free Alternative Retirement Savings
- Wealth Transfer
FINANCIAL
FINANCIAL SERVICES
- Strategic Life Insurance Planning
- Living Benefits
- Long Term Care Insurance
- Medicare
- Final Expense
- Funeral Concierge Plan
- Beneficiary Liquidity Plan