Estate, Business and financial planning needs to be funded

If you have a written estate succession and business plan, this is your first step to ensure your goals to be on track.

The same holds true for your retirement and savings plans. They need to be in writing, and your family should know what you are doing.

Problems arise when these plans and goals are not funded. Life, disability, long term care insurances are solid funded products which complement any written estate and business succession plan, aka buy-sell agreement

Do you know if you accumulate a large retirement plan balance, the government wants a big piece of this when you die, as well as when you start receiving retirement income!

Again, all the above insurance products guarantee the success of your planning, as well as help pay larger-than expected federal and state taxes.

Give me a call, and we can discuss your personal and business goals.

Have a great Thanksgiving!!!