Estate Planning

We assist in creating a strategic estate plan tailored to your wishes, ensuring the smooth transfer of wealth to your heirs.

Provide Clarity and Security for You and Your Family

At Proper Retirement, estate planning is more than just preparing documents—it’s about protecting your legacy and ensuring that your wealth is passed on according to your wishes.

Our estate planning services are designed to give you peace of mind by making sure your loved ones are taken care of and your assets are distributed efficiently.

We begin with an educational process to help you understand your current situation and the important decisions you’ll need to make to secure your legacy.

All Your Wishes Under One Plan

Comprehensive estate planning goes beyond writing a will. We work with you to create a holistic plan that includes essential legal documents like wills, trusts, powers of attorney, and medical directives.

These documents ensure that, should anything happen, your wishes are carried out regarding your assets, medical care, and financial decisions. Our goal is to provide clarity and security for you and your family, while minimizing the complexities and delays of probate.

A Process That’s Less Taxing

A key focus of our estate planning process is minimizing estate taxes and ensuring that your assets are transferred efficiently. We develop strategies to help reduce or eliminate the taxes your heirs may face, allowing more of your wealth to go directly to those you care about. Whether it’s through trusts, charitable giving, or other tax-efficient mechanisms, we make sure your estate plan is optimized for your unique situation.

Covering Your Best Interests

Proper Retirement also emphasizes long-term planning for incapacity. We help you create a comprehensive plan for managing your affairs if you become unable to do so yourself. This includes appointing trusted individuals to make financial and medical decisions on your behalf, ensuring that your care and well-being are prioritized according to your wishes.

One Financial Plan to Protect Your Legacy

Our estate planning services are fully integrated into your broader retirement strategy.

We coordinate your estate plan with your investment, tax, and cash flow planning, ensuring that all aspects of your financial life work together seamlessly.

This approach helps you maintain control of your wealth and provides security for your loved ones, all while achieving your retirement goals.

With Proper Retirement’s estate planning services, you can have confidence that your legacy is protected, your wishes are honored, and your family’s future is secure.

Retired Senior Couple Looking at Front of House

We’re here to help make retirement easier. Let’s talk about your plan.

Book An Appointment →