Estate Planning

Estate planning is about the transfer of property, either during life or at death, the ways to effect those transfers, and the risks associated with those transfers. It’s complex, and we’re here to help.

We are the Midwest’s estate planning experts.

It is often said that people take more time to plan a vacation than they do to plan how to arrange their entire estate. Don’t overlook the very important task of estate planning.

Among other factors, estate planning is about planning for risks, including untimely death and its consequences, ill health, the artificial sustaining of life, the inability to manage property, the immaturity of heirs, and the individual state intestacy rules of asset distribution that may be totally inconsistent with a person’s wishes.

Rely on estate planning experts.

If you are like most seniors, you’ve got a lot of issues to weigh when making financial decisions.

Are you concerned about:

  • Preserving your principal?
  • Making more money without losing any money?
  • Keeping your dollars liquid?
  • Transferring your wealth to family members?
  • Protecting assets from nursing home costs or other healthcare-related issues?

Do these questions apply to you:

  • Are you tired of your retirement fund losing money?
  • Are you interested in increasing your monthly income while decreasing your taxes?
  • Would you like to recover market losses and start protecting 100% of your principal?
  • Does your current financial advisor discourage you from doing anything outside the scope of your portfolio?
  • Is your portfolio protected against loss?

We’re here to help.

Consider giving us the opportunity to help you maximize your retirement income. Our job is to create the BEST possible solution for your retirement dollars.

Please contact us to learn more about:

  • Fraudulent Conveyance Act
  • House Bill 66
  • The Deficit Reduction Act
  • Estate Reform

We also provide advice on the following issues:

  • How to preserve your lifelong savings
  • Veterans Benefits
  • Long-term care

And much more.

With years of experience in the business, we are confident that we can find an estate planning solution that suits your needs. To inquire about a non-binding consultation, or to schedule an appointment, please call: 440-834-4881

ESTATE PLANNING
LEARN MORE:

MAKE AN APPOINTMENT

800-430-473

To inquire about a non-binding consultation, or to schedule an appointment, call or use our contact form.

ESTATE
PLANNING

MEDICARE
HELP

INSURANCE
PLANNING

Get the guidance you need.

Need help with estate planning, insurance or getting on the best path to financial security? Contact us today.

440-834-4881