Estate Planning

What will happen to your assets when you’re gone?

Estate planning is simply determining (while you’re still alive) where your assets should go after you die. Without a properly structured estate plan, your wishes may not be fulfilled, and there may be unintended consequences for your loved ones.

While the concept may seem simple, the vehicles, planning and implementation process can be rather complex. Because of the estate tax laws and the emerging vehicles to help you protect and transfer your assets effectively, it’s important to work with experienced estate planning professionals who stay current in this field and advise clients on a day-to-day basis.

We are happy to work with you and a qualified estate planning attorney to help you pass on the legacy you choose.

We have an excellent estate planning attorney we have partnered with for many years, whom will review your Trust complimentary to make sure it is correctly up to date. If you don’t already have a Trust, they will review your situation to see if having a Trust is recommended. Once you decide to move forward with any recommendations, their team will bill you for services provided. Many existing clients over the years have chosen to meet with our estate planning attorney in our office where they can meet with Troy before or after their meeting. This attorney is also a client of ours and we are a client of theirs.

Our firm is not permitted to offer, and no statement contained herein shall constitute, investment, tax or legal advice. You should consult an investment, legal or tax professional on any such matters.

Strategies for Financial Independence

Contact us at info@asset-retention.com or call us at 949.595.4409 (toll free: 877.707.4409) to schedule a time to discuss your financial situation and the potential role of insurance in your financial strategy.