Services

Estate Planning

Estate Planning

Estate planning is not just for the very wealthy! Everyone needs to protect their assets. The estate planning process involves creating wills, trusts, powers of attorney and guardianships if applicable.  If you do not put an estate plan in place, you run the risk of putting the people you love in a position where they could incur unnecessary taxes and administration costs when you die.

A Power of Attorney is one of the most important estate planning documents, because it allows you to appoint someone to act in your place for financial purposes if something were to happen to you. At that point, the person you choose takes care of your financial affairs, and that decision is not left to the courts.

Your will is another important document in the estate planning process. A legally-binding document, the will directs where and to whom your estate will go after your death. Without a will, the distribution of your estate is determined by the state.

Plan4Retire, LLC. specializes in estate planning and helping to solidify your financial security. Call us today to schedule an appointment for your estate planning needs.

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Life and Health licensed in Arizona, Florida, Georgia, Kentucky, North Carolina, Ohio, Texas and Virginia . Securities licensed in Arizona, Florida, Georgia, Illinois, Kentucky, North Carolina, Ohio, South Carolina, Texas, and Virginia. Investment Advisory Registered in Arizona, Kentucky, Illinois, North Carolina, Ohio, Texas and Virginia.

Securities and Advisory services offered through Thurston Springer Miller Herd & Titak, Inc., (Thurston Springer) a registered Broker-Dealer (Member FINRA & SIPC) and SEC Registered Investment Adviser firm. Corporate Headquarters: 9000 Keystone Crossing, Suite 740, Indianapolis, IN 46240 [toll free] 1.800.433.8049.

Roy Neal is doing business as Plan4Retire, LLC. Roy Neal is not independent. Plan4Retire, LLC is independent of Thurston Springer.