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Effective estate planning helps ensure your estate goes where you want it to.
Many people wrongly assume that they don't need estate planning—they believe it's only for the very wealthy. But the fact is that when you die, the government calculates the value of everything you own, including:
Creating a plan that addresses both estate planning and retirement needs can help ensure that you don’t outlive assets so you can enjoy retirement while still having enough left to pass onto family and charitable causes.
Hunter Gimbel of The Gaber Group
The Gaber Group, a strategic partner of Empire Wealth Strategies, specializes in Estate Conservation, Wealth Transfer, Charitable Planning, Actuarial Design, and Risk Management. Hunter Gimbel, Managing Partner of the Gaber Group, discusses opportunities for advanced planning and the benefits of a cohesive plan.
Penn Mutual now refers to its insurance professionals as "financial professionals" in place of "adviser."
Did you know that without a good estate plan:
You need an estate plan if you:
The good news is that with a sound estate plan, you can help: