Estate Planning

Procrastination is the leading cause of why retirees have not appropriately planned for their retirement. Of the common pitfalls is not having the proper legal items in order. These include: Wills, Living Wills, Powers of Attorney for Health and Power of Attorney for Assets. In some cases, a Trust is also vital to ensure the loved ones we leave behind; do not inherit a mess, rather than a legacy.

To help you understand estate planning concepts and prepare for the future, Citizen Advisory Group will assist you in outlining a plan which will reduce the possibility of probate and maximize the value of the estate by reducing taxes and other expenses.

To learn more about our estate planning services or to schedule a free, no-obligation consultation, please click here or call us toll free at 877-833-1224.