Estate Planning. Without such a Plan, strangers (the State, Lawyers or individuals that don’t have your interests in mind) could determine what happens to your Estate.
What We Can Do For You.
Your Will is the heart of your Estate Plan. We can help you understand why and how you should structure this document so your legal team can create a will that reflects how you want your Estate disposed of.
Creating Powers of Attorney (POA).
Who will manage your assets after you are gone?
Who should make health-care decisions in your best interest in case you are ill or incapacitated? A comprehensive Estate Plan issues directives to your Executors and POA-holders about what to do in case your health (mental or physical) deteriorates.
Who will be your beneficiaries? If you don’t express your wishes, your estate assets might well end up in the hands of individuals that you never intended should benefit from them. Do you have children or family with special needs?
Tax planning considerations. Without a well-thought-out Estate Plan, a considerable part of your estate could erode through taxes and fees before your designated beneficiaries see a cent!
How do you want to be remembered? Without a proper Estate planning, your assets might not be distributed in line with your final wishes. And because creating legally-binding wills and ensuring the Estate Plan are in sync with the Will is essential to ensure proper distribution of your estate, our professionals can support you in this endeavor.
Investment Advisory services offered through Rich Michaels Investments, LLC, a Registered Investment Advisor. Insurance services offered through Bye Insurance, LLC. Rich Michaels Investments and Bye Insurance are not affiliated.
Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.
Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.
Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.
Rich Michaels Investments, LLC
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