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Estate & Legacy Planning

Get a well-constructed estate plan with your legacy goals in mind.

At Apex Retirement Services, we believe that estate and legacy planning is a vital element to a healthy financial plan.

To ensure you’re protected while you’re living and after you pass on, a well-constructed estate plan has your legacy goals in mind.

Estate plans aren’t just for after you’re gone, they can provide living benefits as well. For example, an estate plan can establish who will pay your bills and oversee your affairs if you are not physically or mentally capable. This is crucial, especially when considering major medical decisions that may need to be made.

The second part of your estate plan will address what happens to your assets after you are gone. We’ll pose important questions such as who gets what, how, and when. All while considering tax repercussions for your loved ones.

We work closely with clients and our in-house Estate Planning Attorney to address common estate planning needs, all under one roof:

What is the difference between a will and trust?
Common mistakes made when estate planning
Do you need a trust, or is a will sufficient?
Understanding the IRA tax time bomb and how it relates to your estate

Whether you already have an estate plan or aren’t sure where to start, we work together to create a legacy plan that has your goals in mind.

Got questions? Contact us today.

Disclaimer:  The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.

The content within this site is for informational and educational purposes only and does not constitute legal, tax or investment advice. Customers should consult a legal or tax professional regarding their own situation. This site is not an offer to purchase, sell, replace, or exchange any product. Insurance and annuity products and any related guarantees are backed by the claims paying ability of the issuing insurance company. Insurance policy applications are vetted through an underwriting process set forth by the issuing insurance company. Some applications may not be accepted based upon adverse underwriting results.