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Legacy & Legal Strategies

Legacy Planning

Beneficiary Review

At MasterPlan Retirement Consultants, we believe that planning and reviewing your financial legacy is the first step in protecting it. Many of our legal strategies revolve around estate planning, wills, trusts, estate settlement/probate, medical and financial powers of attorney, and other critical legal affairs that can have a permanent impact on not only your finances, but your legacy.

There are four different groups that can inherit a portion or all of your money - loved ones, charities, probate attorneys and the IRS. Our goal is to make sure that the first two receive the MAJORITY of your inheritance.

Legacy – the word alone leaves a lasting impression. It’s synonymous with assets, inheritance, and possessions. But is also echoes permanence and represents a lifetime. Because of this, it’s imperative to work with the right advisor and the right firm.

We have the experience and innovative approach to provide you with the legal strategies you deserve. Strategies that include:

  • Estate Planning
    • Probate Avoidance
    • Beneficiary Protection Planning
  • Wills/Trusts
  • Medicaid and Financial Powers of Attorney
  • Estate Settlement and Probate
  • Estate Tax Reduction or Elimination
  • Elder Law Services
    • Medicaid Planning
  • Estate Planning Document Updating and Maintenance Process
  • Second Opinion on current legal documents

Take advantage of the most innovative legal strategies with our second opinion process. Our second opinion service will help you determine if your current financial plan and legal strategy is on the right course or needs to be redirected.

Our second opinion process brings together a team of legal experts to replace a potential incomplete plan with a customized legal and retirement blueprint to meet your needs, goals and objectives.

Let Mark B. Fricks and his team of estate planning professionals review where you're at with your Legacy Planning, and design a plan for where you want to be.

 

Advisory services offered through MasterPlan Retirement Consultants, Inc. Insurance services offered through Fricks and Associates, Inc. Tax services offered through MasterPlan Tax Services, Inc. The aforementioned are affiliated companies.

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