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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.
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