Wealth Management Services
520-360-8177

Estate Planning

Estate Planning

Planning your estate is simply taking actions today to ensure long term financial health. Life Insurance is an essential part of any comprehensive estate plan. Doug McClure, CEO of Global Investment Strategies, said it this way: “Planning for the future is an uncertain exercise. The only thing you can be sure of is that you’ll probably get some (if not most) things wrong. That’s why Life Insurance is so important in the realm of estate planning. Life Insurance covers the unknown, the unexpected, and things you get wrong. Plus, there are tremendous financial and tax benefits accrued to the estate and heirs.”

 

Life Insurance

 

 

Foundations

 

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