TAKING STEPS TO HELP PROTECT YOUR ESTATE IS A KEY FINANCIAL CHOICE. WITH PROPER STRATEGIES, YOU MAXIMIZE YOUR OPPORTUNITIES AND HELP MANAGE STRESS AND CONFUSION FOR YOUR LOVED ONES. THIS WHITEPAPER OUTLINES CRITICAL ELEMENTS WORTH CONSIDERING WHEN CREATING YOUR OWN ESTATE STRATEGIES.

ESTATE PLANNING PNG

LIVE WEBINAR

November 16 @ 3pm

New administration, which means new rules.  Join our very own Michael Loftus and local attorney, Billy Scott, of Scott & Shuman as  they breakdown how these new rules will affect your investments and estate planning.  This is a DON'T MISS presentation.  Click below to reserve your spot today!

REGISTER ME NOW!

What's included in this FREE download:

  • Key Elements of an Estate Strategy

    • Wills​

    • Letter of Intent

    • Power of Attorney

    • Healthcare Options

    • 2nd & 3rd Marriages

    • Guardianship Designations

    • Trusts

    • What happens to your digital assets

FRONT COVER OF ESTATE PLANNING.png

FREE DOWNLOAD

GET STARTED

SCHEDULE AN APPOINTMENT

As they world has changes, so have we.  We can meet face to face or by virtual means, where you do not have to leave the  safety and comfort of your home.  As long as you have a device and the internet, we can meet.  Meet us when it is convenient for you, from wherever you are. 

We can engage with you via Zoom, a secure venue or phone call  

VIRTUAL ZOOM MEETING
PHONE APPOINTMENT

Want us to contact you?  Just fill out the form below and we get back to you as soon as possible.

To schedule a meeting in person call our office at (302) 251-8901

Thanks for submitting!

MAILING ADDRESS:

PO Box 1045

Bethany Beach, DE 19930

PHONE:

(302) 251-8901

Check the background of your financial professional on FINRA's BrokerCheck- https://brokercheck.finra.org The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by third parties to provide information on a topic that may be of interest. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

*Securities and advisory services offered through United Planners Financial Services, member FINRA, SIPC. Loftus Wealth Strategies and Untied Planners Financial Services are not affiliated. 

*We are licensed to sell Securities in DE,PA, MD,IL,NC. Insurance-related services may not be provided to individuals residing in any states other than DE,PA, MD,IL,NC.