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Estate Planning

Estate Planning for a confident Retirement

If you are starting to think about retirement, you may be wondering what you need to do to live with the same luxuries you are used to. At Sherman Private Wealth, we can assist you with a variety of estate planning strategies so you can work towards retiring when you want while living the same quality of life that you currently do.

Asset Building and Risk Management

If you are about five to seven years away from retirement, one of your current goals may be to continue to build assets while managing risk. We will discuss your short- and long-term goals, risk averseness, and current financial situation. We will then recommend investment and insurance strategies to pursue your goals while managing liabilities and financial risk. Our goal is to help your money work for you.

Preserve Assets for Heirs

Another aspect of estate planning is to strategize so that your heirs and beneficiaries are taken care of. This may include purchasing life insurance, opening a trust, and taking steps to reduce inheritance taxes. There are various options based on your specific situation, and we can advise you along the way.

Planning for the future is important, and we can help you with the various aspects of estate planning. Contact us online or call our office at 248-805-1123.

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