What we can do

If you or your loved one are worried about the settlement of an estate, we are here to protect your assets from those outside your family who want to profit from your hard-earned savings. We make sure your estate goes to your family or your heirs – not the government or the attorneys.

At Senior Estate Associates LLC., we take the guess work out of settling your estate by putting control back in your hands. We have several options to show you depending on your situation and goals.


Who do you like better, your attorney or your family?

Disclaimer: This website does not claim to give legal or tax advice. All of this information is available at the public library.

 

Senior Estate Associates BBB Business Review

Senior Estate Associates BBB Business Review

 

Our Key Services

We offer many kinds of Estate Planning, but we specialize in the following:

Living Trusts

Very simply, we can help you transfer ownership of your titled property from your individual name to a trust that you control. It is completely flexible, inexpensive and easy to set up and maintain.

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Annuities

You';ve worked your whole life to save money for retirement and beyond. If your money is simply sitting in a CD, and you are paying taxes on money you aren't even using - it may be time to call us.

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Estate Planning

You've spent your whole life saving for retirement and beyond. Make sure you haven't missed any opportunities to maximize your return and protect your estate from probate and taxes.

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