Estate Planning

You don’t have to be rich for you and your family to benefit from an estate plan. Wills and trusts are basic legal tools that help make sure that your spouse and children are protected if you aren’t around to look after them. Retirement Pathways will work with you, your accountant and attorney to devise a plan that’s true to your wishes and values.

But estate planning isn’t all about worst-case scenarios. It can also be about seeing your legacy in action in your lifetime, by giving an endowment to a favorite institution, by financing the education of a child or grandchild, or by arranging for the transfer of ownership of a family business. Regardless of what shape you’d like your legacy to take, Retirement Pathways will work closely with you and your attorney and tax advisors to help your vision become a reality.

Read more about the estate tax exclusion by connecting here:
What’s New Estate and Gift-Tax

Securities offered through American Equity Investment Corporation. Member FINRA/SIPC. Check the background of this investment professional on FINRA’s BrokerCheck. 4222 Grant Line Road, New Albany, IN 47150. Investment advisory services offered through American Capital Management a State Registered Investment Advisor. Retirement Pathways, Inc. is independent of American Equity Investment Corporation and American Capital Management.