Estate Planning

Estate Planning is an often overlooked aspect of financial planning. With proper estate planning, you can leave your family with a secure and worry free financial future. In fact, if properly structured, you may even be able to leave a family legacy that will last for generations.

Unfortunately, without proper planning, you might find the IRS first in line for a significant portion of your estate – or - your assets might be held up in probate for years.

Through Rainbow Retirement Planning, you'll have access to a team of professionals who will prepare and execute an estate plan that can ensure that your last wishes really are followed.  

One overlooked aspect of estate planning (other than taking steps to minimize and avoid taxes), is the fact that certain documents and contracts may supersede the wishes in your will.

Ensuring that all your beneficiary forms are in order and that you are transferring your assets in the most tax efficient manner is important. Equally important is ensuring that you have a continuity plan in place so that your loved ones are taken care of while your estate is making its way through the courts.

Give yourself and your loved ones the financial peace of mind that comes with knowing that you have a sound financial plan for what lies ahead. You can start learning about your options today; give us a call and we'll chat.