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Estate & Legacy Planning

The goal of estate planning is to help you ensure the wishes you have for your assets are met. The concept of estate planning is a simple one, the vehicles, planning, and implementation process can be quite complex. We can walk you through the process to help provide added peace of mind.

Whether you’d like to pass on your personal accounts, business properties, or any other assets, it’s important to have a plan for the transition of those assets and any unintended consequences the transfer of assets may have for your loved ones. We take great pride in working with our clients so their estate and legacy are in place.

The generational process of legacy planning started with the initial retirement and income plan but continues with a written plan that will outline the beneficiaries and the steps necessary to leave your assets in a safe and detailed way. Our clients and their families’ success are of utmost importance.

Wills and Revocable Trusts

One of the most important things you can do for your family’s future is make sure they’re protected in your will or revocable trust. Too often, we see families suffer after a retiree’s passing because their will or trust wasn’t correctly established. These troubles only add pain to the tremendous loss your family will already feel from losing you.

That’s where we come in. We want to help you take care of your future so your family can rest easy. Retire Ready Financial Group excels in clearing up any confusion on these legal documents. The goal is for you to feel more comfortable knowing you’ve taken great care of your family. Ultimately, that’s what we’re here for.

Just one appointment with us can help better solidify your future financial planning. You can also download the Legacy Checklist through the form below, which will help you decide if you’re missing any pieces in your legacy planning.

Estate & Legacy Planning in Pennsylvania

Get your own Legacy Checklist by filling out the form below.

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