Do you need a Will or Trust?

When most people think of estate planning, they usually think about wills, trusts, and where your money goes after you die, but it involves much more than that. It includes other things of which you might not be aware.

Estate planning is defined as the accumulation, preservation, and distribution of assets. Most people think of estate planning as only the distribution of assets, but it really involves all three. Many financial advisors will focus only on the accumulation stage. However, since we specialize in working with those who are retired, or near retirement, we focus on the last two.  

We have partnered with a network of attorneys across the country through EstateGuru (formerly EstatePlan Navigator) to provide you with an affordable way to access their services. Each Estate Plan is customized to your needs and requirements. And each plan is approved by a licensed attorney in your state. The entire process can be done online, and once your Estate Plan is complete, anyone who needs it can access it at any time. And rest assured, all sensitive information is protected and stored using bank-level encryption technology.

What's included?

With either package, we will help you create, share, store, and maintain your Estate Plan so that you can  have a peace of mind that your intentions are carried out. EstateGuru.pdf