• Home
  • Our Team
  • Estate Planning
  • Insurance & Investments
  • Tax Planning
  • Next Generation Solutions
  • Nursing Home Protection
  • Government Benefits
  • Workshops
  • Contact
  • Sign Up Now
  • More
    • Home
    • Our Team
    • Estate Planning
    • Insurance & Investments
    • Tax Planning
    • Next Generation Solutions
    • Nursing Home Protection
    • Government Benefits
    • Workshops
    • Contact
    • Sign Up Now
  • Sign In
  • Create Account

  • Bookings
  • My Account
  • Signed in as:

  • filler@godaddy.com


  • Bookings
  • My Account
  • Sign out


Signed in as:

filler@godaddy.com

  • Home
  • Our Team
  • Estate Planning
  • Insurance & Investments
  • Tax Planning
  • Next Generation Solutions
  • Nursing Home Protection
  • Government Benefits
  • Workshops
  • Contact
  • Sign Up Now

Account


  • Bookings
  • My Account
  • Sign out


  • Sign In
  • Bookings
  • My Account

Estate Planning

Advanced Estate Planning Strategies

 

At Voyageur Advisory Group, our professionals are trained in advanced estate planning strategies focused on the preservation phase of your retirement life.

Comprehensive Estate Plans

Comprehensive Estate Plans

Comprehensive Estate Plans

 We will build a unique and comprehensive estate plan; avoiding probate, qualifying to receive government-funded benefits, minimizing tax liabilities, and ensuring the estate will be passed on to the intended beneficiaries. 

Independent Attorneys

Comprehensive Estate Plans

Comprehensive Estate Plans

  At Voyageur Advisory Group, our professionals work hand in hand with independent attorneys to advise our clients on a daily basis. This creates continuity within the estate plan, as all parties involved are on the same page to serve the clients’ needs and goals. We are able to maximize the value of a client’s estate and eliminate any uncertainty over its distribution upon passing. 

Whether it's a standard last will and testament, financial power of attorney, healthcare power of attorney, living will, revocable trust or irrevocable trust, our team will work in partnership with you and your independent attorney to ensure that these legal instruments are properly implemented. ~

 *Any direct, indirect or implied conflict of interest between Voyageur Financial, LLC, d.b.a. Voyageur Advisory Group, and any professional so associated will be disclosed to clients prior to any service being rendered.


**All services rendered by Voyageur Financial LLC, d.b.a. Voyageur Advisory Group, or one of its affiliate representatives or strategic partners, are only provided by individuals with the proper and legally required professional licensing.

*Any direct, indirect or implied conflict of interest between Voyageur Financial, LLC, d.b.a. Voyageur Advisory Group, and any professional so associated will be disclosed to clients prior to any service being rendered.


*All services rendered by Voyageur Financial, LLC., d.b.a. Voyageur Advisory Group, or one of its affiliate representatives or strategic partners, are only provided by individuals with the proper and legally required professional licensing.


**Anna Maassel is an investment advisory representative of and provides advisory services through AE Wealth Management, LLC. Odyssey Private Wealth, LLC, Voyageur Financial, LLC, and AE Wealth Management, LLC are separate and unaffiliated entities.


Copyright © 2022 Voyageur Advisory Group - All Rights Reserved.

This website uses cookies.

We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.

Accept