Our retirement plans identify strategies, which provide for retirement income while effectively preserving estate assets. We also provide strategies for the transferring of estate assets to heirs and beneficiaries with a focus on minimizing tax and, therefore, maximizing estate values.

Typical areas we address are:

  • Will planning, Personal Directive, Power of Attorney.
  • The financial impact of premature death.
  • Erosion of retirement and estate assets by future health care costs.
  • Impact of taxation of assets upon death.
  • Review current situation including existing insurance planning.
  • Analysis of insurance needs including Life, Disability, Critical Illness and Long Term Care Insurance.
  • Retirement income needs.