|
Business Planning
Protection, Estate Planning, Wealth Accumulation,
Retirement Planning, Business Planning
At Union Estate Planning our objective is to help Business Owners and their families better prepare for a secure financial future. Together, we will go through a financial discovery process, a step by step approach to personal and business planning, designed to help identify and focus on your unique goals and objectives.
This process is designed to help Business Owners / Signatory Contractors:
- Identify your current financial situation
- Determine your objectives
- Understand the options available to you
- Develop and implement a plan that addresses your unique needs
The five areas of planning in which we specialize include:
Protection
Protect the people who depend on you such as your family and business associates, in the event you become disabled, suffer a long term illness, or die prematurely by using various types of insurance contracts.
Estate Planning
Preserve your estate and plan for the eventual distribution of your assets to your heirs quickly and privately, with the avoidance of probate by using estate planning contracts.
Wealth Accumulation
We can develop financial programs guided by your short and long term savings goals.
Retirement Planning
Using current tax guidelines, we offer a variety of products and programs to help ensure a comfortable lifestyle during your retirement.
Business Planning
We can design programs that help you pass your business to the next generation or to your associates, should you retire, become disabled or die prematurely. We also specialize in benefit plans for key employees.
Working together, and with your financial advisors (CPA or Attorney) when appropriate, we will assist you in selecting products and programs that are best suited to your individual situation.
|
