We believe that lacking an estate plan is the quickest way to erode your life’s savings. Citizen Advisory Group can assist you in creating and implementing a comprehensive estate plan with the following goals:
- Use tax-deferred and tax-free financial products to protect your wealth from unnecessary costs at death*
- Reduce the taxes and fees associated with an estate transition*
- Ensure your heirs receive what you intended through proper beneficiary designations, probate protection, and tax-reduction strategies*
- Cover final expenses and leave a legacy through life insurance
- Facilitate legal documents such as wills, living wills, powers of attorney, and more*
For personalized guidance on designing and implementing a comprehensive estate plan, schedule a complimentary Estate Plan Review with one of our retirement guides.