Protect Your Legacy—and Your Family
Estate planning and creating a legacy are top-of-mind for most retirees. It’s the art of making sure your loved ones still talk to each other after you’re gone—and avoiding the chaos that an unplanned estate can cause.
By definition, estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death according to your goals and objectives.
What estate planning means to you depends on who you are. Your age, health, wealth, lifestyle, life stage, goals, and many other factors determine your needs. Some families only need a simple will; others require more sophisticated strategies—like trusts—to minimize taxes and control distributions.
- ✓Align to your values We identify the values and beliefs most important to you and your family.
- ✓Set clear goals We establish short- and long-term goals based on your values and priorities.
- ✓Coordinate with your pros Together with your tax, legal, and other advisors, we compare options and develop recommendations that pursue your goals.
If you mainly want specific people to receive particular things, a simple will may be all you need.
If minimizing potential estate taxes is key, your plan may include a trust and other advanced techniques.
Your Journey, Expertly Guided
At Golden Years Retirement, our proven, client-first process transforms your vision into reality with clear strategy and ongoing support. Every journey is unique—we adapt to your goals, communication style, and timeline.
Discovery
- Clarify your core goals, values, and what matters most in retirement.
- Define expectations and the ideal advisor relationship.
- Review your current financial landscape and risk comfort.
Strategy
- Map resources, timelines, and milestones to reach your objectives.
- Identify risks, gaps, taxes, and opportunities across accounts.
- Deliver a customized blueprint for income, investments, and protection.
Implementation
- Align accounts to goals with a tax-aware, risk-appropriate strategy.
- Execute the plan, coordinate with your pros, and streamline paperwork.
- Set a review cadence and keep you informed as life and markets change.
Golden Years Retirement is All About Family
Helping people like you find confidence and independence in retirement is our passion. We build lasting relationships based on trust, clarity, and a genuine commitment to your success.
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