Estate Planning Essentials Included for All Clients
risks
Expensive
Even estate planning basics—wills, trusts, powers of attorney, etcetera—can be complicated and expensive.
Changing Landscape
As your life and federal, state, and local laws change, your estate plan may need to be updated to avoided becoming obsolete.
Siloed Professionals
If your financial professionals are not working together, it is impossible to optimize your estate plan with every other aspect of your financial life.
Estate Planning essentials
Because proper estate planning documents are critical to a sound financial plan, we've built out a network of estate planning attorneys across the country and we pay for our clients to get all the basics—wills, trusts, powers of attorney, etcetera—properly in place.
Annual Estate Review
Your needs change. Your life changes. The laws change.
Your estate plan may need to change as well to remain current in order to ensure your goals are efficiently realized.
ADVANCED Strategies
For more complex estates, our team will help you find and vet the best attorneys in your state to help with your unique situation.
They become a part of your expert financial planning team as we work together to ensure that the legal aspects of your estate plan are optimized with every other piece of your financial puzzle.
Services
Learn how we serve our clients in each of these areas by tapping on the icons.
CASH FLOW
PLANNING
INVESTMENT
PLANNING
RETIREMENT
PLANNING
INSURANCE
PLANNING
ESTATE
PLANNING
TAX
PLANNING
Learn how we serve our clients in each of these areas by clicking on the icons.
TAKE THE NEXT STEP TO IMPROVE YOUR FINANCIAL FUTURE
After exploring our free resources to understand the potentially ruinous problems with the way almost everyone tells you to plan for your financial future... see if you're a good fit to allow Spicer Capital to help optimize every aspect of your financial life. We'd love to help, however we can!
You should always consult a financial, tax, or legal professional familiar about your unique circumstances before making any financial decisions. This material is intended for educational purposes only. Nothing in this material constitutes a solicitation for the sale or purchase of any securities. Any mentioned rates of return are historical or hypothetical in nature and are not a guarantee of future returns.
Past performance does not guarantee future performance. Future returns may be lower or higher. Investments involve risk. Investment values will fluctuate with market conditions, and security positions, when sold, may be worth less or more than their original cost.