Transferring Your Estate at Death

LEARN MORE ABOUT PROTECTING YOUR LEGACY!

As time has gone by, you’ve bought into the American Dream. You’ve worked hard, made smart moves, and all in service toward playing the long game. You knew that, at some point, you would retire, and you wanted to take steps to make sure that your standard of living wouldn’t decline.

But there’s one more thing to consider, and that’s your legacy. None of us live forever, and like the old saying goes, you can’t take it with you. When you pass on, you want to make sure that your resources pass to the people or organizations that make a difference in your life. You want to take the proper steps to make sure your legacy is secure. At Thorson Financial, we work to protect that legacy.

Since 1995, we’ve made it our mission to partner with people approaching and in retirement, providing them with sound financial advice. Through effective estate management, we can help to protect your financial affairs during retirement, and control the distribution of your assets after you’re gone. We can spell out your healthcare wishes and make sure they’re carried out, and even designate someone to oversee your financial affairs if you’re unable to do so yourself.

Our job is to effectively focus on the key areas of estate planning, tax planning, investment management, and long-term care risk management. By effectively crafting a personalized financial strategy, we can give you more confidence knowing that your wishes will be carried out correctly. For more information or to schedule a consultation, contact us online or by phone today.