Insurance and Estate Planning

retirement, sunset, sunset of one's life, IRA, 401k, estate planning, grandchildren

 

 

 

 

 

 

 

 

 

 

 

 

 

Estate planning isn't just about making sure that the nest egg you worked so hard to create transfers smoothly to your heirs.

It's also about creating a legacy. 

  • How do you want to be remembered?  
  • Do you want to help provide for the education of your grandchildren?
  • Are there organizations or causes that you would like to contribute to?

Together we can use insurance products and other vehicles to help protect your estate from the costs of healthcare in retirement, and build your estate.

 Call me today to discuss:

Long Term Care Insurance

Trust Services

Life Insurance

Annuities

TOD Accounts

Complimentary Insurance Policy and Annuity Reviews

 

Hilltop Securities, SWS, Bonds, Muni, Municipal, Bond, Municipal Bonds, Investments, Financial, David, Smith, Beverly Hills, Los Angeles, California, Estate, Estate Planning, Wealth Management, Insurance, REIT, Mutual Fund, 529, College Savings, UGMA, Trusts, Trust, Retirement, Retirement Planning, IRA, IRAs, Saving, Savings, Investing, Life Insurance, Annuities, Financial Planning, Financial Planner, SMA, UMA, Managed Account, Broker, Income, Fixed Income, Tax-Free, Profit Sharing Plans, Defined Benefit Plans, Fee-Based, Long Term Care, 401K, Investment Adviser, NYSE, FINRA, SIPC