Estate Planning

Preserve your legacy and protect your loved ones

Transferring wealth requires careful planning to ensure your wishes for the future are properly addressed.

Most of us would like to transfer our estates according to our wishes while minimizing estate taxes and expenses. The best options vary, depending on your age, the type of assets you own, and many other factors — and these options may change throughout your lifetime. Making smart decisions now can reduce the amount that is lost later to various taxes, court fees and many other expenses.

Because an estate plan is a set of living documents, it needs to adjust and change with your life. Too often, a plan gets filed, stored and forgotten. It becomes more out of date as new laws pass and both personal and financial situations change. An outdated plan may be worse than no plan at all.

An estate plan focuses on your family and their future. It contains your instructions for your family’s financial security, your healthcare and your wishes for passing assets on. It affects charities and organizations you support, and the future of the people you care about most.

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

We do not offer every plan available in your area. Currently we represent 9 organizations which offer 64 products in your area. Please contact, 1-800-MEDICARE, or your local State Health Insurance Program to get information on all of your options.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. JA Counter and Alera Group are not affiliated with Cambridge. Due to various state regulations and registration requirements concerning the dissemination of information regarding investment and insurance products and services, access to this information must be limited to individuals residing in the following states: FL, IA, IL, NE, ND, WI, MN, TX, VA. Agency is not affiliated with Medicare or the government.

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