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Estate Planning Essentials Included for All Clients

risks

Expensive Estate Plans

Expensive

Even estate planning basics—wills, trusts, powers of attorney, etcetera—can be complicated and expensive

Changing Laws

Changing Landscape

As your life and federal, state, and local laws change, your estate plan may need to be updated to avoided becoming obsolete.

Miscommunication

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

CASH FLOW
PLANNING

Investment Planning

INVESTMENT
PLANNING

Retirement Planning

RETIREMENT
PLANNING

Insurance Planning

INSURANCE
PLANNING

Estate Planning

ESTATE
PLANNING

Tax 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!

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