45 Robinhood Lane ∙ Troy, Ohio 45373
Estate Planning
Planning how to properly protect, preserve, and pass along your estate to your heirs is one of the most vital components of your overall financial wellbeing. Senior Planning Services will work with you to customize a strategy to meet your long-term goals and needs. Whether you are trying to minimize the impact of taxes or simply guarantee your heirs will receive what you originally planned, Senior Planning Services will work with you in planning today, and with your heirs in executing future strategies.

IRA Legacy Planning
IRA legacy planning is an important planning strategy that helps secure how you will pass along your hard-earned retirement savings to your family and/or friends upon your passing, giving your accounts protection from the IRS. Senior Planning Services can show you how to leave a legacy to your children, grandchildren, and great-grandchildren, with very little tax due.

Living trusts allow you to retain control of the trust while living, pass on guardianship if ever you become incapacitated or unable to make decisions for yourself, and eventually transfer the trust onto your heirs without the hassle of probate. Should you wish to integrate this simple method of passing your estate to your loved ones, please contact Senior Planning Services to learn more or to schedule an appointment with our estate planning experts.

Life Insurance
Life insurance is an estate planning tool that can be used to provide your family with the financial security they will need in the event of you or your spouse's passing. Whether you look to give your family an immediate source of income or to reconcile your outstanding debt, Senior Planning Services can assist you in adding a life insurance component to your estate portfolio.

Also known as the process of proving a will to be true, probate requires that your estate, assets, and debt become finalized under legal supervision. Probate can be a lengthy, complicated, and burdensome process for your heirs. Senior Planning Services may assist you in mitigating this process by applying probate estate planning strategies to your financial portfolio.

Charitable Giving
Charitable giving is not only a gracious act - in that you're doing good for others - but can also be considered "doing good" for your financial wellbeing. Senior Planning Services can help you integrate a charitable giving strategy into your portfolio, and thus help you minimize your estate and income taxes.
Estate Planning
Life Insurance