Estate Planning

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

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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.

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.
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Whether it's a standard last will and testament, financial power of attorney, healthcare power of attorney, living will, revocable living 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 into your comprehensive estate plan.

*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.