Estate Planning

Just as retirement planning helps you prepare for your later years, estate planning helps ensure your loved ones are provided for after death. We’ll walk you through the sensitive topics surrounding death, and the decisions you’ll want to thoughtfully consider in this area.

In particular, we’ll help you identify the estate planning goals that are most important to you, name beneficiaries, and design a tax-effective approach that utilizes the most appropriate wealth transfer strategies available, while also considering the often emotional aspects that may arise when planning for future generations. When needed, we’ll also coordinate with your legal, tax, and other advisors to address your complex estate planning and wealth transfer issues.

Note: Integrated Financial Strategies and Securities America do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation.

"We make a living by what we get, we make a life by what we give."
- Winston Churchill