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Asset Integration for Estate Plans

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The Importance of Asset Integration


Integrating your financial and legal strategies is a critical step in retirement planning. Accounting for so many moving parts requires experts on both sides checking each and every box. Improper execution could have dire consequences for your estate.

  • Assets must be moved to fund your trust, otherwise it has no value.

  • Incorrectly titling accounts such as IRAs may have huge tax implications.

  • Failure to update beneficiary designations could cause inheritance issues.

  • Overlooking insured language on certain policies jeopardizes protection.

Our Approach to Integrating Your Assets

We’re proud to support estate planning attorneys across the US in creating airtight plans for their clients. Our specialists go far beyond basic paperwork and administrative details. They understand how financial products work with legal strategies, making them hands-on partners throughout the process. The result is a holistic planning experience offering security and assurances for your family’s future.

Get in touch with an Elder Life Advisor today to learn more about how we work with your law firm to complete your estate plan.

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For Law Firms

Like us, you want to offer your clients premium service every step of the way. Our industry experts help you do that while also taking much of the tedious-but-necessary work off your plate. Let’s discuss how we can work together to improve your clients’ experience even further.