Effective estate planning can help you plan to reduce your estate taxes, ensure your beneficiaries receive the money you wish, and allow you to maintain control of your assets in case you become incapacitated. At Retirement Wealth Group, we help clients employ a number of powerful estate planning tools such as wills, trusts, charitable remainder trusts¹, last-to-die life insurance policies and carefully selected beneficiary designations.

We also have relationships with attorneys specializing in estate law — living trusts, IRAs, estate tax laws, probate, durable powers of attorney — who can help clients as needed. (Referrals to these attorneys are made solely for the benefit of our clients, and we never receive compensation for business conducted with these attorneys. Legal services are neither provided nor endorsed by Retirement Wealth Group, LPL Financial or affiliated advisors.)