PROTECTING WEALTH
“Maybe it’s because I’m getting older, I’m finding enjoyment in things that stop time. Just the simple act of tasting a glass of wines its own event. You’re not downing a glass of wine in the midst of doing something else.”
– David Hyde Pierce
Estate Planning
You’ve worked hard to earn your wealth. Let us help you protect it for the people you love. We are here to make sure that all of your estate planning needs are in place to help minimize any tax burdens that your loved ones may incur – leaving a legacy for generations.
TOPICS TO CONSIDER
Wills/Trusts
Health Care Directives
Financial Power of Attorney
Beneficiaries
Insurance Options
Life
Disability
Long-Term Care
Property & Casualty
Understanding Estate Taxes & Helping to Minimize them
Covering Funeral Expenses/Making Final Directives
Special Needs Considerations
Retirement
You’ve worked hard – professionally and personally – to secure a financial future. And now, it is time to reap the benefits of all that hard work. Congratulations! We are here to answer all your questions regarding this new exciting chapter – helping you to kick back and enjoy your retirement.
TOPICS TO CONSIDER
Selling A Home
Moving into a Retirement Community
Understanding Retirement Plans
Spending Habits/Retirement Calendar
Elder Care/Assisted Living
Insurance options – Wealth Protection coverage
Health Care Directives