Estate Planning

Understanding all the details isn't easy
A financial professional can help you set up retirement accounts and explain the tax benefits. I can help you decide which type of account is best for your situation, financial goals, and budget.

Keeping beneficiary designations across all your accounts is difficult. We provide recommendations for adjusting beneficiaries after significant life changes.

Significant life changes such as divorce, remarriage, or the death of a loved one should change your estate plan. We can point out how these changes might affect your financial future.

Most estate plans involve investment accounts, retirement accounts, and insurance policies. I can help you balance and understand the advantages of your choices.

Some clients plan ahead with trusts or Long-Term Care Insurance. Other clients may decide to wait and use Medicaid once they need care.

Mossy Creek Financial does not provide legal advice. Please contact a legal professional.

We examine the financial impact of your estate plan and provide recommendations.