Estate Planning That Works!

"Each day we add another chapter to the book of our lives. While we don't know when the last chapter will be written, we can ensure that it will have a happy ending." - Anonymous

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Begin Your Estate Plan Here!

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Free Estate Planning Guide

Chances are that your visit with us today is driven by a desire

to learn about Estate Planning and how it might apply to you.

If that's true, then you have certainly come to the right place!

What is an Estate Plan?
It is an arrangement for the management and disposition of your property during your lifetime and at your death. It is a deliberate compilation of various legal instruments and forms recognized and obeyed by legal and governmental authorities. They reflect your wishes regarding the disposition and distribution of your assets should you become incapacitated or die. Typically these instruments consist of a will, various trusts, gifts made during your lifetime, powers of attorney and various financial maneuvers, or a combination of all of these.

Who Needs an Estate Plan?
The short answer is "Virtually Everyone!" An Estate Plan is not just for the wealthy. A seriously considered and well constructed plan will protect one's assets from the judiciary, taxing authorities and probate lawyers; provide for the proper care and nurturing of minor children and ensure that the bulk of your assets remain intact for your heirs.

Your First Step...The Self-Assessment
To begin your Estate Planning, you will need to know where your risks are. We've provided a Self-Assessment quiz that you can take right now. It will help you evaluate your current circumstances and get started on the way to developing a solid and effective Estate Plan. Go to Self-Assessment to get started.

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Contact Our Associates

Phoenix Office 877-943-6659 Ext. 701

Marty Wieczorek Ext. 704

Rob Boland Ext. 706

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Implications of the 2010 Tax Law
New tax law promises to create as many problems as it was meant to solve.

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Understanding

Annuities
Annuities are an excellent vehicle for stabilizing your savings while providing financial security.

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What is the

Safe Money Strategy?

Here is a strategy that guarantees that your principal never loses a single dime regardless of market fluctuations and interest rate volatility provided that your contract is not surrendered early.