Procrastination is the leading cause of why retirees have not properly planned for retirement. Another common pitfall is not having the proper legal items in order or not keeping them up to date as life changes. Wills, Living Wills, Powers of Attorney for Health and Power of Attorney for Assets all play an important roll in your retirement and estate plan.
In some cases, a Trust is essential to ensure the loved ones we leave behind, do not inherit a mess, rather than a legacy. The team at Capital Peak Financial will help guide you through a plan that will reduce the possibility of probate and maximize the value of the estate by reducing taxes and other expenses.
To learn more about our estate planning services or to schedule a complimentary consultation, please contact us at: 941-218-6626 or email: David@capitalpeakfinancial.com