Estate & Legacy Planning

One of the most important things you can do for your loved ones is make sure they’re taken care of in your final wishes. But how can you know for certain your estate and legacy plans will carry out smoothly? America’s Retirement Headquarters knows the ins-and-outs of legacy estate planning to help you gain greater confidence.  You only get one shot at getting it right and one simple mistake could cost your family a fortune in wasted taxes and time delays.

To help local residents try and avoid making mistakes we have created the Ultimate Estate Planning Workbook.

The Ultimate Estate Planning Workbook

In today’s world, our lives are constantly evolving from one phase to the next — a new job, buying a house, getting married, having kids, and creating a retirement plan. Once more, all of these events are documented. These documents are often misplaced or forgotten about until you need them most. Wouldn’t it be nice if you never had to worry about losing or finding them ever again?

We designed the Ultimate Estate Planning Workbook to organize and store all of your vital documents. This checklist provides added peace of mind by helping reduce the stress associated with trying to find a piece of paper that you stored away 15 years ago.

We encourage you to share the workbook with your family, financial professional, attorney, accountant, and executor. This way, everyone will know exactly where to find information pertinent to your future.

With the Ultimate Estate Planning Workbook, you can have added peace of mind knowing that your family will have your future wishes in one easily accessible location.

To receive your complimentary Ultimate Estate Planning Workbook or to go over it with one of our specialists, simply complete the contact form below or you can call the office at 419-842-0550 to schedule a time to talk.

Legacy Estate Planning in Michigan and Ohio

Complete form below to speak to one of our financial advisors about your estate & legacy planning and download a copy of our Legacy Checklist Guide.