Advanced Estate Planning Strategies
A Retirement Focused Estate Plan that Works for You
At Voyageur Advisory Group, our Retirement Planning professionals are trained in advanced estate planning strategies focused on the preservation phase of your retirement life. We work hand in hand with legal experts that can put those strategies into place and work in conjunction with the rest of your plan!
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. ~
Comprehensive Estate Plans
Comprehensive Estate Plans
Comprehensive Estate Plans
We assist independent attorneys in the design and funding of unique and comprehensive estate plans in order to 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.