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Estate Planning

Estate planning is often put off until it is too late.  Imagine that you are suddenly ill or you die. Your partner or your children are not aware of your most recent estate information. 

As your financial advisors, we could be called upon to offer guidance or information to your family in that time of need.

Please put us in a position where we can help.

Given that we are all locked down, now is a good opportunity to review our estate plans. We invite you to complete the following worksheet document and send back to us for our records.                         

All information recorded is always kept confidential.

Have questions about retirement or your pension? 🤔
Book a free 15-minute Zoom call to chat with Bruce Youngblud! Ask your questions about defined-benefit pension, retirement planning, or commuted value!