Estate Planning Sarasota Florida - for the transfer of assets at death is a critical element of retirement planning especially if there are survivors who are dependent upon the assets for their financial security. Planning for estate transfer can be as simple as drafting a will, which is essential to ensure that assets are transferred according to the wishes of the decedent. Larger estates may be confronted with settlement costs and sizable death taxes which could force liquidation if the proper planning is not done.
Try Bob's free retirement calculator - The retirement calculator was featured on 'The Saturday Early Show' by CBS' top financial analyst just click the blue button below. Take control and reach your retirement goals and connect to a trusted financial advisor near you.
CONTACT US
Sarasota, FL
1-855-335-3337
bob@retireontrack.com
Estate Planning Sarasota Florida | Financial Planning Sarasota Florida | Financial Planner Sarasota Florida | Financial Advisor Sarasota Florida | Investment Advisor Sarasota Florida | Wealth Management Sarasota Florida | Money Management Sarasota Florida | Retirement Planning Sarasota Florida | Investments | 401k | IRA | Portfolio Management | Taxes | Financial Advice | Retire Fast YELP
Back Story Try Bob’s Retirement Calculator Watch Retire Fast Videos