Is it important to you to be able to provide a legacy for your loved ones? What steps have you taken to ensure your wishes are followed? Settling an estate can be a long complicated process, but proper planning ahead of time will go a long way in keeping peace and harmony in your family.
What do you think of when you hear the term Estate Planning?
If your like most people, you probably think it's only for the ultra wealthy. That isn't true! If you own anything - you have an estate. That's why we call this type of planning Enhanced Planning.
Our enhanced planning process will help you to clearly understand who owns what in your household and who gets what. You've spent your whole life building your "estate". Take action today to ensure it passes to your heirs how you intended.
Hometown Retirement Specialists, LLC and its agents do not offer tax, legal or accounting advice. You should consult with an attorney/CPA before making any legal or tax decisions. We are happy to work with an attorney or CPA that you already have a relationship with. If you do not have an attorney/CPA to handle your estate we would be glad to make a recommendation for you.
Hometown Retirement Specialists, LLC is not affiliated or endorsed by the Federal Medicare program, the Social Security Administration or any government agency.
Hometown Retirement Specialists, LLC does not offer every plan available in your area. Currently we represent 8 organizations which offer 766 products in the area. Please visit Medicare.gov, 1-800-MEDICARE or your local State Health Insurance Program (SHIP) to get information on all of your options.
Hometown Retirement Specialists, LLC nor its agents offer tax, legal or accounting advice. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Hometown Retirement Specialists, LLC, and our editorial staff. The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell products to any residents of any State other than the State(s) Hometown Retirement Specialists, LLC, is licensed or where otherwise legally permitted. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual agent prior to implementation. Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours.
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