Broker Check

Estate Planning

Creating an estate plan is a natural outcome of your lifetime accomplishments. The value of the assets you acquire throughout life, such as your home, retirement benefits, savings, life insurance, shares in a business--and all of your prized possessions, could be significantly diminished due to estate settlement costs and taxes. Without a plan in place to protect, preserve, and transfer these assets to those close to you, things may not turn out as you wish or expect. We can help you design and implement a strategy that fits your needs and situation to preserve and pass on the legacy you deserve. Your strategy may include*:

  • Last Will and Testament
  • Revocable Living Trust
  • Living Will
  • Health Care Directives
  • Durable Power of Attorney
  • Beneficiary Designations
  • Outright Gifts
  • Estate Tax Planning Trusts 

*Consolidated Planning advisors and representatives do not provide specific tax or legal advice and this information should not be considered as such. You should consult your tax or legal advisor regarding your individual situation.