Estate Strategies

Frontier will work with you to evaluate the impact of estate implications, as well as prioritize optimal outcomes for a variety of later-in-life scenarios based on a wide variety of family needs, including:

  • Wills and probate
  • Survivor planning
  • Revocable and irrevocable trusts
  • Family gifting strategies during life or at death
  • Incapacity planning

Sharing Your Wealth

Frontier can also introduce you to the benefits of Private or Community Foundations, Charitable Remainder Trusts, Donor-Advised Funds or Gift Annuities. We’ll show you how to make use of your resources in a tax-efficient way to increase the impact of your altruistic aspirations.

Estate Planning Begins Now

Do not wait until you or your loved one is in the middle of a crisis before beginning the end-of-life planning process. You can always change or update documents after they are established. Not having the necessary documents in the first place, however, can add expense and delay to settling your estate.

While overseeing this process may be your responsibility, you don’t have to undertake it alone.

One of the missions of a CERTIFIED FINANCIAL PLANNERTM  professional is to quarterback, or lead, the planning effort as part of a team of professionals that are committed to helping you more effectively plan ahead for an end-of-life scenario.

A financial planner can help keep an estate intact, while ensuring that the best interests of a family are well represented. This effort involves a detailed review and analysis of insurance coverage, investments and current estate plan, as well as the minimization or elimination of income and estate taxes, the maximization of cash flow – and much more.

ACCESS YOUR COPY OF SIX STEPS TO A SUCCESSFUL FINANCIAL PLAN

Please Note: The scope of any financial planning and consulting services depends upon the specific requests and needs of the client.  Frontier does not serve as an attorney, accountant, or insurance agency. Frontier does not prepare legal documents or tax returns, nor does it sell insurance products. If the client desires, one of Frontier’s representatives, in their separate individual licensed capacities, can be engaged to be Provide insurance sales/services as described on Frontier’s written disclosure Brochure, per the terms and conditions of a separate engagement and fee.