Planning to care for what you love
The concept of estate planning can be overwhelming. At Envision Retirement Solutions, we help our clients strategically plan for their assets to be transferred to their loved ones as they have directed. Regular detailed reviews of account titling and beneficiary designations are a vital part of our process.
While we ourselves are not legal professionals and do not offer legal advice, we have established relationships with trusted estate-planning attorneys that we are able to refer our clients to. They help counsel each client according to their unique objectives and implement a legal structure to facilitate the legal protection and orderly transfer of assets.
Estate & Legacy Planning in Lincoln, Nebraska
Legacy planning can be a complicated process, but having your assets and wealth organized in one place can help. Get your own Legacy Checklist by filling out the form below.