You need a holistic financial planner to guide your estate planning strategy
At Apex Financial Group, our team is here to guide you – as we coordinate with you, your tax professional, and your legal counsel – during this important journey.
- Traditional Estate Planning Service
- Beneficiary Designations
- Life Insurance
- Trusts
- Wills
- Power of Attorney
Other Legacy Planning Considerations
Business Succession
- Buy-Sell Agreement
- Key Person Insurance
- Entity Person Plan
- Stock Redemption Plan
Health Care Planning
- Medicare Insurance
- Long-Term Care
Tax Strategies
- Stretch IRAs
- Roth Conversions
- Charitable Giving
Leave a legacy, not a burden, with tax-focused estate planning
It is important to ensure your hard-earned assets go to your beneficiaries in the most tax-efficient manner. By working collaboratively with a qualified estate planning attorney, we help you:
- Maximize your estate and income tax planning opportunities.
- Protect any assets in your trust and ensure they are distributed to your beneficiaries probate-free.
- Prevent your IRA and qualified accounts from becoming fully taxable to your beneficiaries upon your death.
Note: Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.
Start Reaching New Heights in Your Financial Journey
It’s never too early — or too late — to take control of your financial future so you can enjoy life on your terms. Get started today by scheduling a meeting or registering for an upcoming event.