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| Three Step Estate Planning Portfolio |
I. Trust Consultation / Trust Review:
Meeting to determine what type of trust fits your estate / Review and update of your pre-existing trust.
II. Attorney / Client Meeting:
Signing your revocable living trust (including any amendment forms and successor trustee checklists), also signing your pour over will, property agreement and homestead, and having a notary of all documents.
III. Trust Funding:
Coming in to recieve official trust with binder; signing your asset letters, durable power of attorney, and physicians directiveYour affairs will then be in order!
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Our Services
Whatever your financial objectives are, Dumon Financial Group offers the services to reach them. We help you determine your needs and then recommend suitable strategies and actions.
Retirement Income Planning
- Retiring with a comfortable standard of living
- IRA Rollovers
- Portfolio analysis and planning
Tax Planning and Preparation
- Maximizing use of tax deductions
- Deferral of taxes
- Income shifting between family members
- Tax reduction through appropriate investments
Investment Analysis and Planning
- Matching goals with investment vehicles
- Consideration of tax consequences
- Analysis of risks - return trade off
- Investment and insurance implementation
Risk Management
- Managing income upon disability or death
- Identification of risk exposure
- Evaluating current coverage
- Medicaid asset protection
Wealth Preservation
- Minimizing probate expenses and delays
- Reduction or elimination of estate taxes
- Evaluating manner of holding title to property
- Post death planning and tax work, wills, trusts and other estate planning documents
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