A Complete Range of Estate Services for Total Peace of Mind:
* Inheritance planning & probate avoidance
* Asset management
* Life Insurance
* Long-term care
Enhancing the Value of Your Estate.
Part of a solid estate plan is preserving the assets you already have. What if you or your spouse requires long-term health care? The costs could wipe out your entire life savings. In addition, taxes can significantly - and needlesly - reduce your estate.
Creating a Plan That`s Right For You.
There are a lot of complexities and considerations when it comes to estate planning, so it`s important to work with someone you can trust. Rest assured, our advisors are experts in the field of estate planning with many years of experience.
Your personal advisor will listen carefully to your concerns and goals, explain all available options, then help you develop a plan that meets your sepcific needs. Your advisor can meet with you at your home or the Secure Benefits Group offices - whichever is more comfortable and convenient for you.
Keeping You and Your Plan Current.
Our services don`t end when your estate plan is completed. We`ll keep you informed of changes that could affect your plan. We also offer a complementary Estate Plan Review to determine if your plan is continuing to meet your needs. And, of course, we`re always here to answer your questions.
For more information on building a solid estate plan, call Secure Benefits Group at:
OR e-mail us at CustomerService@SBGonline.com