Estate Planning Services

Ensuring your legacy is left with the people and causes that matter most.

Protect Your Wealth and Your Family’s Financial Future

Planning, protecting, preserving, and passing along your estate is one of the most vital elements of your overall financial well-being. Advantage Retirement works with you and your estate planning attorney to make certain you have a clear roadmap in retirement that allows you to:

Protect Your Assets

Maintain Privacy

Manage Division of Assets

Potentially Save Taxes

Avoid Probate

Pass Along More Wealth

What types of options are available?

We collaborate with your estate planning attorney to properly protect your assets for future generations or causes that are impactful to your legacy by identifying the right combination of documents:

Wills
Durable Powers of Attorney
Healthcare Powers of Attorney
Living Wills
Revocable Living Trusts
Irrevocable Trusts
Life Insurance Trusts
Charitable Trusts
Foundations
Special Needs Trusts

*Advantage Retirement Services, Inc. does not provide legal advice and cannot draft legal documents. We are pleased to work alongside a client’s current experienced CPA, tax planner and estate planning attorney who develop legal documents that express a client’s estate planning intentions.

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¹https://www.csa.us/about-society-of-certified-senior-advisors/

²https://www.napa-benefits.org/about?tab=association_history
*The Million Dollar Round Table (MDRT) is a professional insurance organization for insurance agents based on sales production.

Advisory Services offered through CreativeOne Wealth, LLC an Investment Adviser. Advantage Retirement Services and CreativeOne Wealth, LLC are not affiliated.

Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.

Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.

Advantage Retirement Services, Inc. does not provide legal advice and cannot draft legal documents. We are pleased to work alongside a client’s current experienced CPA, tax planner and estate planning attorney who develop legal documents that express a client’s estate planning intentions.