Download Our Complimentary Guides and Start Reading Instantly!

Our Guides

Download Our Complimentary Guides and Start Reading Instantly!

How to Successfully Communicate Your Legacy & Estate Plan
“Communication is key” is an age-old phrase, but when it comes to your wealth transfer and legacy planning process, it couldn’t be more applicable. The conversations you have with your family before and during this process can go a long way toward avoiding aggravation, costly legal expenses, and even the deterioration of family bonds.
Legacy and Estate Planning
Estate planning is an important part of retirement planning. You’ve worked hard for your money and want to see your children and grandchildren benefit, and you probably want to see it passed down in the most efficient way possible. Unfortunately, costly mistakes are all too easy to make, from forgetting to name a beneficiary on your retirement account to not updating your estate plan over time.
Navigating Medicare & Medigap Insurance
One of your largest retirement expenses could be your healthcare costs. An average 65-year-old couple retiring today will need an estimated $315,000 to cover their healthcare costs, according to one study.1 Unfortunately, the Medicare system can be quite complex. This leads too many retirees to overspend on healthcare expenses and receive suboptimal coverage over the span of their retirement.
A Short Introduction to Long Term Care

If you know someone who takes care of their parents or if you’ve done it yourself, you know how stressful it can be. Now, think about a time when you might need that same care. Even if your family members are nearby and can help you around the house as you get older, they might not be able to provide you with all the care you need. That’s why having a long-term care strategy can help give you and your family peace of mind and help lessen the burden of an unexpected expense.

Interested in attending an educational estate planning seminar or event for free?

We host educational events throughout Arizona specifically for retirees. Our events are designed to help you avoid probate, understand the differences between a revocable living trust and a last will and testament, and learn why it’s important to have medical and financial power of attorney documents, as well as medical directives.

Download Your Complimentary Guide!

Download Your Complimentary Guide!

Download Your Complimentary Guide!

Download Your Complimentary Guide!

Schedule Your Complimentary Appointment Today!

Receive our weekly eNewsletter!