Estate Planning


Regardless of your financial situation, you have an estate that needs to be protected. Without exception, we will all pass away at some time. Estate Planning simply ensures that it is clear what will happen to your assets once that time comes. It is often said that there are two estate tax systems; one for the informed tax payer, and one for the uninformed taxpayer. We help our clients become informed and prepared for what the future holds.

Along the way it’s important to protect your assets to ensure that they’re passed along to your heirs like you intended for them to be.

Our advisors and attorneys can help you create the perfect Estate Plan for your needs and goals. We specialize in helping our clients with the following:

  • Wills
  • Trusts
  • Life Insurance
  • Guaranteed Income Annuities
  • Business Succession
  • Asset Protection
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“Since my income is sporadic as a real estate agent, I needed a financial plan that was flexible. Universal Retirement designed a plan for us that works great because I can make contributions when I have a good month.

When money gets tight I can access my retirement savings without early withdrawal penalties and taxes.

They really understood our needs and designed a plan that was perfect for our family!”

Michelle Grant
Realtor, Realty One Group

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