We help create sound retirement income strategies for people in or nearing retirement so they can have confidence that their retirement income will last as long as they do. Estate planning is simply determining (while you're still alive) where your assets should go after you die. Without a properly structured estate plan, your wishes may not be.
Trusts There are many different types of trusts, and they can be complex to set up and execute. However, a trust can be a very flexible and advantageous means to transfer. Long-Term Care Strategies As the oldest baby boomers begin to wind through their 60s, one of the biggest concerns may not be outliving income, but outliving good health.
Trusts There are many different types of trusts, and they can be complex to set up and execute. However, a trust can be a very flexible and advantageous means to transfer. Long-Term Care Strategies As the oldest baby boomers begin to wind through their 60s, one of the biggest concerns may not be outliving income, but outliving good health.
Services
What Separates West Coast Financial Services from most financial organizations is that we are independent. This has been our mission from the beginning. We believe that retirees cannot get the solutions for their unique needs from an organization that only specializes in a few of the areas they will be faced to plan for.
Often overlooked, IRA planning is another stage that can make a large impact in your retirement. Having proper legal documents to protect assets and planning for those final stages in life is crucial. Planning for a secure income stream throughout retirement is one of the most important things you can do.
IRA accounts have become one of the largest types of assets inherited by beneficiaries. If you don't anticipate needing your IRA money in retirement, you may wish to consider a legacy planning strategy that potentially reduces taxes and potentially increases the payout your beneficiaries will receive upon your death.
Estate planning is simply determining (while you're still alive) where your assets should go after you die. Without a properly structured estate plan, your wishes may not be fulfilled, and there may be unintended consequences for your loved ones. While the concept is simple, the vehicles, planning and implementation process can be rather complex.
As the oldest baby boomers begin to wind through their 60s, one of the biggest concerns may not be outliving income, but outliving good health. For retirees, home health care can cost $50,000 or more per year1, and nursing home care can run as high as $80,0002 per year. Does your retirement income strategy account for this kind of possibility?
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