Estate Planning

It’s never too early or too late to establish an estate plan

Legal Concerns

What you don’t know about the legal aspects of your retirement could hurt you. Protect yourself and your estate with our estate planningSOLUTIONS FOR EVERY RETIREMENT

At a minimum, everyone should have a will, a power of attorney for health care, and a power of attorney for finance.

Every estate has the potential to face probate, nursing home spend down, and funeral expenses. You need to know there are things you can do to protect your estate, some of which can be inexpensive or even free.

Tax Planning

An increase in tax rates is a future inevitability.

Knowing your tax bracket now provides you with benefits that could have a profound impact on your retirement later.

There are several things, such as Roth conversions, that can be done to greatly improve your tax situation. Call now to improve your current tax situation or find out if a Roth conversion is right for you.