Services

Areas of Expertise

estate planning graphic
Services

  • Tax Planning Strategies

  • Make Work Optional

  • Retirement Income Strategies

  • Investment Strategies

  • Social Security and Medicare

  • Estate Planning Strategies

  • Risk Management

  • Life Coaching

Estate Planning Strategies

Effective estate planning can help ensure a smooth transition of your wealth and mitigate tax implications.

An estate plan is not exclusive to the wealthy; it applies to anyone who wishes to manage the distribution, settlement, or disposal of their belongings upon their passing. Your estate encompasses all the assets you own, and an estate plan consists of the necessary legal documents that ensure your wishes are upheld. Despite its perceived complexity, creating an estate plan can be straightforward and need not be excessively costly.

Typically, an estate plan will include:

  • Will
  • Trust
  • Healthcare Directives
  • Power of Attorney
  • Beneficiary Designations
  • Life Insurance

If clients have these items already in place, we will do an in-depth review of these documents and provide valuable feedback that they can then discuss with a legal professional.

You are under no obligation to use the services of any strategic partner and may choose any qualified professional to provide CPA, legal, tax services. Bleakley Financial Group, LLC and LPL Financial do not provide legal advice or tax services. Please consult your legal advisor regarding your specific situation.

Want to learn more about reducing your tax liability in retirement?

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