ESTATE CONSERVATION STRATEGIES
It's your estate, ensure your wishes are met with our Estate Conservation Strategies
Long Term Care Planning
Planning for your future care can ensure that your wishes are met.
Special Needs Planning
Having a plan for any of your loved ones with a disability in the event of your death can help ensure their future is cared for.
Medicaid Planning
Our medicaid planning strategies helps you evaluate your current financial situation and the actions needed to structure your financial resources.
Legal Documentation
Our team will help you secure legal documents such as Wills, Trusts, Health Care Directives, Power of Attorney and QDRO to ensure that your wishes are carried out.
Protection
Our Estate Conservation Strategies offer options to protect your assets, avoid probate and minimize estate taxes.
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Contact Info
Securities and advisory services offered through Osaic Wealth, Inc. Member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation. This communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, FL, GA, MA, MD, MI, NC, NH, NJ, NV, NY, PA, SC, TN, TX, VA, VT. No offers may be made or accepted from any resident outside the specific states referenced.
Mailing Address: Osaic, 18700 N. Hayden Rd., Ste. 255, Scottsdale, AZ 85255
Osaic Phone #: 877-310-4977