EPIC RETIRE LLC | PARTICIPANT SERVICES

ESTATE PRESERVATION & WEALTH CREATION

By definition, estate planning is a process designed to help you manage and preserve your assets while you are alive, and conserve and control their distribution after your death according to your goals and objectives. But what estate planning means to you specifically depends on who you are. Your age, health, wealth, lifestyle, life stage, goals and many other factors determine your particular estate planning needs.

Upon request, EPIC Retirement Services Consulting can provide you with individual wealth management services including:

Integration of corporate benefits with individual estate planning objectives
Customized planning – exploring

Irrevocable Trusts
Leveraged Gifting
Discounted Valuation
Charitable Planning Techniques
Durable Power of Attorney
Advanced Medical Directive
Life Insurance

Estate Planning – Planning your estate requires thoughtful consideration of a number of key issues.
- Selection of Beneficiaries of the estate, Executor of your Will, Guardians of your children
- Strategies to avoid probate costs
- Arrangement to save death taxes