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Home » Financial Services » Estate Planning

Estate Planning

Estate planning is an important factor in the retirement planning process because it consists of deciding where your assets will be distributed once you’ve passed away. Having a solid estate plan in place is for the benefit of your family and loved ones that will be directly affected by asset distribution, organization, and receiving of finances.

Estate planning is notorious for being a complicated area as far as the vehicles, structuring, and implementation are concerned. This is why it’s so important to work with an estate planning professional who has both experience and expertise within their field. These professionals can help you navigate through the murky waters of estate planning, which includes emerging vehicles, setups, and tax laws.


In addition, we can refer you to professionals who provide the following services:

 

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For additional information on your financial strategy, call or email us today at 800.687.6768 and info@commonsenseretirementplanning.com.

To provide you with the best financial planning experience, we may offer you information on different investment and insurance products.

Be aware that no investment advisor will offer legal and tax advice, and no information given should be constituted as such. For that form of consultation, please contact an appropriate tax or legal professional.



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Securities offered through Madison Avenue Securities, LLC (MAS) Member FINRA/SIPC. MAS and Common Sense Retirement Planning. are not affiliated entities. Investing involves risk, including the potential loss of principal. Any references to protection benefits, safety, security, or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

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The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.