Do you need an estate plan?

Many people think estate plans are only for the wealthy. This isn't the case. Every parent, grandparent, spouse, business owner and professional person should have an estate plan.

An estate plan:

• Tells others how to handle your affairs and finances after you die (i.e., how to distribute your assets at death)
• Helps to ensure your estate is divided according to your wishes
• Can help to minimize taxes, so more of your estate is left for your heirs

As your Freedom 55 Financial security advisor, I have access to a team of tax and estate planning consultants and an exclusive group of accountants with extensive backgrounds in tax and estate planning. Together we can provide you with the specialized information and services you need to create innovative and customized financial solutions.