The Financial Conductor(℠)
Your Retirement Ticket® will also include a visit with The Financial Conductor(℠).
The Financial Conductor(℠) addresses your estate planning objectives. We want you to have the right documents in place if you are unable to handle your affairs.
We will work with your attorney in developing wills, trusts and other estate planning documents, to set forth your desires in the event that you relinquish your responsibilities, suffer incapacitation, or die.
The Financial Conductor(℠) will help you accomplish this process in the most efficient, tax-effective manner while providing protection for your heirs from their creditors.
The Financial Conductor(℠) may include an analysis of:
- Last Will & Testaments
- Durable Power of Attorney Documents (Financial and Health)
- Health Care Representative Documents
- Living Wills
- Trust Documents
- Guardianship Appointments for Your Children
- Pre-Nuptial Agreements
- Business Continuation Agreements
Eley-Graham Financial Advisory Services does not provide tax or legal advice. You should consult with your attorney and/or tax professional before taking any action.