Senior/Estate Planning
You have worked hard your whole life and now it’s time to enjoy the fruits of your labor.Our Senior/Estate Planning Services enable you to enjoy your retirement. We implement a plan to ensure you are generating enough income from all of your available sources, while preserving your assets from potential creditors.
ATA Financial Group Senior/Estate Planning Services
- Wills and trust planning
- Asset preservation
- Income generation
- Long-term care
- Medicare/Medicaid planning
- Legacy and Charitable Funding
- Special Needs plans
- Gift and Inheritance advice
